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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 | $530,348 | $91,198+481.5% | $178,503+197.1% | $79,856+564.1% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+14.9pp | 69.6%+27.2pp |
| Annual return | 15.34% | 24.20%-8.9pp | 151.12%-135.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $20,309 | $3,257+523.6% | $5,011+305.3% | $2,471+721.8% |
| Participant deferral / active EE | $15,251 | $3,237+371.2% | $5,202+193.2% | $3,741+307.7% |
| Admin fee / account holder | $15,443 | $6,748+128.8% | $13,987+10.4% | $5,306+191.0% |