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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 | $102,429+364.1% | $147,096+223.2% | $80,925+487.4% |
| Participation rate | 95.7% | 75.9%+19.9pp | 82.2%+13.6pp | 67.7%+28.1pp |
| Annual return | 15.20% | 135.02%-119.8pp | 419.75%-404.6pp | 35.65%-20.5pp |
| Employer contribution / active EE | $11,669 | $3,716+214.1% | $4,936+136.4% | $2,756+323.4% |
| Participant deferral / active EE | $9,665 | $6,649+45.4% | $8,071+19.7% | $4,299+124.8% |
| Admin fee / account holder | $43,874 | $7,957+451.4% | $13,005+237.4% | $6,940+532.2% |