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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 | $757,679 | $98,766+667.1% | $149,730+406.0% | $79,852+848.9% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.5%+10.5pp | 69.6%+23.4pp |
| Annual return | 14.57% | 27.43%-12.9pp | 276.70%-262.1pp | 31.72%-17.2pp |
| Employer contribution / active EE | $13,802 | $3,217+329.0% | $4,645+197.1% | $2,471+458.5% |
| Participant deferral / active EE | $11,740 | $5,681+106.7% | $6,843+71.6% | $3,740+213.9% |
| Admin fee / account holder | $22,855 | $6,052+277.6% | $9,310+145.5% | $5,306+330.7% |