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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 | $510,151 | $60,128+748.4% | $90,440+464.1% | $79,852+538.9% |
| Participation rate | 96.3% | 65.0%+31.3pp | 72.7%+23.6pp | 69.6%+26.7pp |
| Annual return | 15.24% | 71.95%-56.7pp | 1294.38%-1279.1pp | 31.72%-16.5pp |
| Employer contribution / active EE | $6,113 | $2,068+195.5% | $3,263+87.3% | $2,471+147.4% |
| Participant deferral / active EE | $12,641 | $2,939+330.2% | $3,964+218.9% | $3,740+238.0% |
| Admin fee / account holder | $18,916 | $3,977+375.6% | $5,615+236.9% | $5,306+256.5% |