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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 | $280,072 | $102,422+173.4% | $147,117+90.4% | $80,959+245.9% |
| Participation rate | 84.6% | 75.9%+8.7pp | 82.2%+2.4pp | 67.7%+16.9pp |
| Annual return | 16.61% | 135.16%-118.5pp | 420.54%-403.9pp | 35.67%-19.1pp |
| Employer contribution / active EE | $10,052 | $3,717+170.4% | $4,932+103.8% | $2,757+264.6% |
| Participant deferral / active EE | $11,723 | $6,652+76.2% | $8,065+45.4% | $4,300+172.6% |
| Admin fee / account holder | $16,830 | $7,953+111.6% | $12,993+29.5% | $6,925+143.0% |