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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 | $593,869 | $85,766+592.4% | $136,298+335.7% | $70,126+746.9% |
| Participation rate | 97.6% | 74.2%+23.5pp | 81.9%+15.7pp | 69.5%+28.1pp |
| Annual return | 14.44% | 31.46%-17.0pp | 5156.27%-5141.8pp | 73.15%-58.7pp |
| Employer contribution / active EE | $13,486 | $2,966+354.7% | $4,696+187.2% | $2,343+475.7% |
| Participant deferral / active EE | $13,110 | $5,051+159.5% | $6,247+109.8% | $3,332+293.5% |
| Admin fee / account holder | $21,967 | $5,421+305.2% | $9,244+137.6% | $4,645+372.9% |