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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 | $424,373 | $102,385+314.5% | $147,080+188.5% | $80,935+424.3% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.3pp |
| Annual return | 17.31% | 135.09%-117.8pp | 420.17%-402.9pp | 35.66%-18.4pp |
| Employer contribution / active EE | $14,644 | $3,717+294.0% | $4,933+196.8% | $2,757+431.2% |
| Participant deferral / active EE | $11,088 | $6,651+66.7% | $8,066+37.5% | $4,299+157.9% |
| Admin fee / account holder | $9,300 | $7,951+17.0% | $12,989-28.4% | $6,924+34.3% |