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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 | $676,627 | $111,535+506.7% | $105,223+543.0% | $137,256+393.0% |
| Participation rate | 94.4% | 78.1%+16.4pp | 75.0%+19.4pp | 80.0%+14.5pp |
| Annual return | 16.77% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $23,205 | $3,939+489.1% | $3,689+529.1% | $4,156+458.4% |
| Participant deferral / active EE | $9,826 | $5,500+78.7% | $5,072+93.7% | $6,407+53.4% |
| Admin fee / account holder | $45,704 | $9,721+370.1% | $8,859+415.9% | $12,270+272.5% |