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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 | $577,871 | $105,210+449.3% | $159,487+262.3% | $85,851+573.1% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.8%+12.5pp | 69.3%+26.0pp |
| Annual return | 16.67% | 45.08%-28.4pp | 263.71%-247.0pp | 318.63%-302.0pp |
| Employer contribution / active EE | $22,364 | $3,319+573.8% | $4,831+362.9% | $2,565+771.7% |
| Participant deferral / active EE | $14,915 | $5,946+150.8% | $7,354+102.8% | $3,952+277.4% |
| Admin fee / account holder | $13,288 | $6,934+91.6% | $10,804+23.0% | $6,261+112.2% |