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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 | $715,084 | $102,429+598.1% | $147,096+386.1% | $80,925+783.6% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 18.32% | 135.02%-116.7pp | 419.75%-401.4pp | 35.65%-17.3pp |
| Employer contribution / active EE | $10,920 | $3,716+193.9% | $4,936+121.2% | $2,756+296.2% |
| Participant deferral / active EE | $15,026 | $6,649+126.0% | $8,071+86.2% | $4,299+249.6% |
| Admin fee / account holder | $224,612 | $7,957+2722.9% | $13,005+1627.1% | $6,940+3136.4% |