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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 | $725,171 | $102,393+608.2% | $147,041+393.2% | $80,911+796.3% |
| Participation rate | 98.8% | 75.9%+22.9pp | 82.2%+16.6pp | 67.6%+31.1pp |
| Annual return | 12.88% | 134.95%-122.1pp | 419.21%-406.3pp | 35.63%-22.7pp |
| Employer contribution / active EE | $11,913 | $3,715+220.6% | $4,935+141.4% | $2,756+332.3% |
| Participant deferral / active EE | $13,033 | $6,647+96.1% | $8,071+61.5% | $4,297+203.3% |
| Admin fee / account holder | $44,745 | $7,943+463.3% | $13,006+244.0% | $6,935+545.2% |