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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 | $360,600 | $102,385+252.2% | $147,080+145.2% | $80,935+345.5% |
| Participation rate | 97.8% | 75.9%+22.0pp | 82.2%+15.6pp | 67.7%+30.2pp |
| Annual return | 19.92% | 135.09%-115.2pp | 420.17%-400.3pp | 35.66%-15.7pp |
| Employer contribution / active EE | $9,503 | $3,717+155.7% | $4,933+92.6% | $2,757+244.7% |
| Participant deferral / active EE | $15,704 | $6,651+136.1% | $8,066+94.7% | $4,299+265.3% |
| Admin fee / account holder | $33,874 | $7,951+326.0% | $12,989+160.8% | $6,924+389.2% |