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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 | $557,036 | $98,766+464.0% | $149,730+272.0% | $79,852+597.6% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 13.53% | 27.43%-13.9pp | 276.70%-263.2pp | 31.72%-18.2pp |
| Employer contribution / active EE | $16,910 | $3,217+425.7% | $4,645+264.0% | $2,471+584.3% |
| Participant deferral / active EE | $16,809 | $5,681+195.9% | $6,843+145.6% | $3,740+349.4% |
| Admin fee / account holder | $977 | $6,052-83.9% | $9,310-89.5% | $5,306-81.6% |