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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 | $102,429+608.0% | $147,096+393.0% | $80,925+796.1% |
| Participation rate | 98.8% | 75.9%+22.9pp | 82.2%+16.6pp | 67.7%+31.1pp |
| Annual return | 12.88% | 135.02%-122.1pp | 419.75%-406.9pp | 35.65%-22.8pp |
| Employer contribution / active EE | $11,913 | $3,716+220.6% | $4,936+141.3% | $2,756+332.2% |
| Participant deferral / active EE | $13,033 | $6,649+96.0% | $8,071+61.5% | $4,299+203.2% |
| Admin fee / account holder | $44,745 | $7,957+462.3% | $13,005+244.1% | $6,940+544.7% |