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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 | $820,654 | $102,429+701.2% | $147,096+457.9% | $80,925+914.1% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 14.36% | 135.02%-120.7pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $16,592 | $3,716+346.6% | $4,936+236.2% | $2,756+502.0% |
| Participant deferral / active EE | $11,635 | $6,649+75.0% | $8,071+44.2% | $4,299+170.7% |
| Admin fee / account holder | $26,522 | $7,957+233.3% | $13,005+103.9% | $6,940+282.2% |