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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 | $772,204 | $102,429+653.9% | $147,096+425.0% | $80,925+854.2% |
| Participation rate | 93.5% | 75.9%+17.7pp | 82.2%+11.4pp | 67.7%+25.9pp |
| Annual return | 14.01% | 135.02%-121.0pp | 419.75%-405.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $7,397 | $3,716+99.1% | $4,936+49.9% | $2,756+168.4% |
| Participant deferral / active EE | $5,984 | $6,649-10.0% | $8,071-25.9% | $4,299+39.2% |
| Admin fee / account holder | $113,681 | $7,957+1328.7% | $13,005+774.1% | $6,940+1538.0% |