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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 | $793,268 | $102,382+674.8% | $147,005+439.6% | $80,874+880.9% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 18.15% | 134.89%-116.7pp | 418.76%-400.6pp | 35.62%-17.5pp |
| Employer contribution / active EE | $26,609 | $3,715+616.3% | $4,934+439.3% | $2,756+865.6% |
| Participant deferral / active EE | $9,121 | $6,646+37.2% | $8,070+13.0% | $4,297+112.3% |
| Admin fee / account holder | $32,977 | $7,942+315.2% | $13,006+153.5% | $6,935+375.5% |