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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 | $522,691 | $102,429+410.3% | $147,096+255.3% | $80,925+545.9% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 15.90% | 135.02%-119.1pp | 419.75%-403.9pp | 35.65%-19.8pp |
| Employer contribution / active EE | $17,672 | $3,716+375.6% | $4,936+258.0% | $2,756+541.2% |
| Participant deferral / active EE | $14,903 | $6,649+124.2% | $8,071+84.6% | $4,299+246.7% |
| Admin fee / account holder | $19,815 | $7,957+149.0% | $13,005+52.4% | $6,940+185.5% |