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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 | $299,062 | $105,200+184.3% | $159,474+87.5% | $85,847+248.4% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.8%+7.9pp | 69.3%+21.4pp |
| Annual return | 17.06% | 45.08%-28.0pp | 263.68%-246.6pp | 318.61%-301.5pp |
| Employer contribution / active EE | $9,998 | $3,319+201.3% | $4,831+107.0% | $2,565+289.7% |
| Participant deferral / active EE | $11,121 | $5,946+87.0% | $7,353+51.2% | $3,952+181.4% |
| Admin fee / account holder | $39,358 | $6,934+467.6% | $10,802+264.3% | $6,261+528.6% |