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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 | $567,419 | $105,198+439.4% | $159,455+255.8% | $85,856+560.9% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.8%+11.5pp | 69.3%+25.0pp |
| Annual return | 14.50% | 45.08%-30.6pp | 263.63%-249.1pp | 318.58%-304.1pp |
| Employer contribution / active EE | $9,509 | $3,319+186.5% | $4,830+96.9% | $2,565+270.7% |
| Participant deferral / active EE | $7,461 | $5,946+25.5% | $7,353+1.5% | $3,952+88.8% |
| Admin fee / account holder | $2,250 | $6,934-67.6% | $10,800-79.2% | $6,261-64.1% |