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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 | $493,196 | $102,393+381.7% | $147,041+235.4% | $80,911+509.6% |
| Participation rate | 91.3% | 75.9%+15.4pp | 82.2%+9.1pp | 67.6%+23.7pp |
| Annual return | 13.78% | 134.95%-121.2pp | 419.21%-405.4pp | 35.63%-21.9pp |
| Employer contribution / active EE | $16,128 | $3,715+334.1% | $4,935+226.8% | $2,756+485.2% |
| Participant deferral / active EE | $5,738 | $6,647-13.7% | $8,071-28.9% | $4,297+33.5% |
| Admin fee / account holder | $83,048 | $7,943+945.5% | $13,006+538.5% | $6,935+1097.6% |