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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 | $616,552 | $102,422+502.0% | $147,117+319.1% | $80,959+661.6% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.2%+14.9pp | 67.7%+29.4pp |
| Annual return | 13.25% | 135.16%-121.9pp | 420.54%-407.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $15,732 | $3,717+323.2% | $4,932+218.9% | $2,757+470.6% |
| Participant deferral / active EE | $14,085 | $6,652+111.7% | $8,065+74.7% | $4,300+227.5% |
| Admin fee / account holder | $30,984 | $7,953+289.6% | $12,993+138.5% | $6,925+347.4% |