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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 | $308,645 | $102,393+201.4% | $147,041+109.9% | $80,911+281.5% |
| Participation rate | 92.6% | 75.9%+16.7pp | 82.2%+10.4pp | 67.6%+24.9pp |
| Annual return | 12.49% | 134.95%-122.5pp | 419.21%-406.7pp | 35.63%-23.1pp |
| Employer contribution / active EE | $4,936 | $3,715+32.9% | $4,9350% | $2,756+79.1% |
| Participant deferral / active EE | $9,395 | $6,647+41.3% | $8,071+16.4% | $4,297+118.6% |
| Admin fee / account holder | $18,498 | $7,943+132.9% | $13,006+42.2% | $6,935+166.7% |