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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 | $455,224 | $105,200+332.7% | $159,474+185.5% | $85,847+430.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.72% | 45.08%-31.4pp | 263.68%-250.0pp | 318.61%-304.9pp |
| Employer contribution / active EE | $9,785 | $3,319+194.8% | $4,831+102.6% | $2,565+281.4% |
| Participant deferral / active EE | $10,599 | $5,946+78.3% | $7,353+44.1% | $3,952+168.2% |
| Admin fee / account holder | $5,729 | $6,934-17.4% | $10,802-47.0% | $6,261-8.5% |