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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 | $511,398 | $96,236+431.4% | $133,698+282.5% | $80,959+531.7% |
| Participation rate | 97.0% | 71.2%+25.8pp | 76.4%+20.6pp | 67.7%+29.3pp |
| Annual return | 14.59% | 28.74%-14.1pp | 580.90%-566.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $10,866 | $3,350+224.3% | $4,218+157.6% | $2,757+294.1% |
| Participant deferral / active EE | $17,616 | $5,709+208.6% | $7,016+151.1% | $4,300+309.6% |
| Admin fee / account holder | $41,902 | $8,250+407.9% | $6,703+525.1% | $6,925+505.0% |