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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 | $549,531 | $95,415+475.9% | $185,851+195.7% | $85,851+540.1% |
| Participation rate | 92.1% | 68.8%+23.3pp | 81.7%+10.4pp | 69.3%+22.8pp |
| Annual return | 15.52% | 23.59%-8.1pp | 122.11%-106.6pp | 318.63%-303.1pp |
| Employer contribution / active EE | $18,188 | $3,314+448.8% | $5,168+251.9% | $2,565+609.0% |
| Participant deferral / active EE | $13,552 | $3,424+295.8% | $5,569+143.4% | $3,952+242.9% |
| Admin fee / account holder | $32,660 | $7,215+352.7% | $16,245+101.0% | $6,261+421.7% |