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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 | $771,731 | $102,385+653.8% | $147,080+424.7% | $80,935+853.5% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.7%+27.3pp |
| Annual return | 14.60% | 135.09%-120.5pp | 420.17%-405.6pp | 35.66%-21.1pp |
| Employer contribution / active EE | $8,944 | $3,717+140.6% | $4,933+81.3% | $2,757+224.4% |
| Participant deferral / active EE | $21,454 | $6,651+222.6% | $8,066+166.0% | $4,299+399.0% |
| Admin fee / account holder | $62,678 | $7,951+688.3% | $12,989+382.5% | $6,924+805.2% |