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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 | $102,385+598.4% | $147,080+386.2% | $80,935+783.5% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 18.32% | 135.09%-116.8pp | 420.17%-401.8pp | 35.66%-17.3pp |
| Employer contribution / active EE | $10,920 | $3,717+193.8% | $4,933+121.4% | $2,757+296.1% |
| Participant deferral / active EE | $15,026 | $6,651+125.9% | $8,066+86.3% | $4,299+249.5% |
| Admin fee / account holder | $224,612 | $7,951+2724.8% | $12,989+1629.3% | $6,924+3143.8% |