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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 | $610,038 | $85,766+611.3% | $136,298+347.6% | $70,126+769.9% |
| Participation rate | 97.6% | 74.2%+23.5pp | 81.9%+15.7pp | 69.5%+28.1pp |
| Annual return | 16.59% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $16,536 | $2,966+457.5% | $4,696+252.1% | $2,343+605.9% |
| Participant deferral / active EE | $11,382 | $5,051+125.3% | $6,247+82.2% | $3,332+241.6% |
| Admin fee / account holder | $14,208 | $5,421+162.1% | $9,244+53.7% | $4,645+205.8% |