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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $468,598 | $95,406+391.2% | $185,849+152.1% | $85,847+445.9% |
| Participation rate | 97.7% | 68.8%+28.9pp | 81.7%+16.0pp | 69.3%+28.4pp |
| Annual return | 16.19% | 23.59%-7.4pp | 122.10%-105.9pp | 318.61%-302.4pp |
| Employer contribution / active EE | $11,970 | $3,314+261.2% | $5,169+131.6% | $2,565+366.6% |
| Participant deferral / active EE | $10,755 | $3,424+214.2% | $5,569+93.1% | $3,952+172.1% |
| Admin fee / account holder | $8,364 | $7,214+15.9% | $16,244-48.5% | $6,261+33.6% |