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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 | $319,472 | $104,482+205.8% | $159,455+100.4% | $79,393+302.4% |
| Participation rate | 96.0% | 76.6%+19.4pp | 82.8%+13.2pp | 70.7%+25.3pp |
| Annual return | 18.18% | 67.96%-49.8pp | 263.63%-245.4pp | 116.87%-98.7pp |
| Employer contribution / active EE | $9,581 | $3,416+180.5% | $4,830+98.4% | $2,428+294.7% |
| Participant deferral / active EE | $12,610 | $6,467+95.0% | $7,353+71.5% | $4,046+211.7% |
| Admin fee / account holder | $13,577 | $711+1808.9% | $10,800+25.7% | $627+2067.0% |