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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 | $129,737+421.5% | $119,126+468.0% | $154,746+337.3% |
| Participation rate | 94.4% | 78.9%+15.6pp | 75.8%+18.7pp | 80.7%+13.7pp |
| Annual return | 16.77% | 379.08%-362.3pp | 282.11%-265.3pp | 172.34%-155.6pp |
| Employer contribution / active EE | $23,205 | $4,375+430.4% | $4,034+475.3% | $4,379+429.9% |
| Participant deferral / active EE | $9,826 | $5,842+68.2% | $5,318+84.8% | $6,730+46.0% |
| Admin fee / account holder | $45,704 | $11,961+282.1% | $10,693+327.4% | $14,365+218.2% |