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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 | $558,013 | $98,776+464.9% | $149,745+272.6% | $79,856+598.8% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.5%+12.3pp | 69.6%+25.1pp |
| Annual return | 17.76% | 27.38%-9.6pp | 276.72%-259.0pp | 31.71%-14.0pp |
| Employer contribution / active EE | $13,050 | $3,217+305.6% | $4,646+180.9% | $2,471+428.1% |
| Participant deferral / active EE | $11,314 | $5,681+99.1% | $6,843+65.3% | $3,741+202.5% |
| Admin fee / account holder | $5,305 | $6,053-12.4% | $9,312-43.0% | $5,3060% |