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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 | $102,385+701.5% | $147,080+458.0% | $80,935+914.0% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 14.36% | 135.09%-120.7pp | 420.17%-405.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $16,592 | $3,717+346.4% | $4,933+236.3% | $2,757+501.9% |
| Participant deferral / active EE | $11,635 | $6,651+74.9% | $8,066+44.2% | $4,299+170.6% |
| Admin fee / account holder | $26,522 | $7,951+233.6% | $12,989+104.2% | $6,924+283.0% |