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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 | $458,047 | $102,385+347.4% | $147,080+211.4% | $80,935+465.9% |
| Participation rate | 91.4% | 75.9%+15.5pp | 82.2%+9.2pp | 67.7%+23.7pp |
| Annual return | 13.72% | 135.09%-121.4pp | 420.17%-406.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $42,779 | $3,717+1051.0% | $4,933+767.1% | $2,757+1451.8% |
| Participant deferral / active EE | $11,774 | $6,651+77.0% | $8,066+46.0% | $4,299+173.9% |
| Admin fee / account holder | $43,364 | $7,951+445.4% | $12,989+233.9% | $6,924+526.2% |