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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 | $475,390 | $102,422+364.1% | $147,117+223.1% | $80,959+487.2% |
| Participation rate | 95.7% | 75.9%+19.9pp | 82.2%+13.6pp | 67.7%+28.1pp |
| Annual return | 15.20% | 135.16%-120.0pp | 420.54%-405.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $11,669 | $3,717+213.9% | $4,932+136.6% | $2,757+323.2% |
| Participant deferral / active EE | $9,665 | $6,652+45.3% | $8,065+19.8% | $4,300+124.7% |
| Admin fee / account holder | $43,874 | $7,953+451.6% | $12,993+237.7% | $6,925+533.5% |