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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 | $384,887 | $154,193+149.6% | $130,045+196.0% | $139,466+176.0% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 12.70% | 32.51%-19.8pp | -137.30%+150.0pp | 373.66%-361.0pp |
| Employer contribution / active EE | $11,459 | $5,292+116.5% | $4,321+165.2% | $4,754+141.0% |
| Participant deferral / active EE | $8,596 | $6,709+28.1% | $5,820+47.7% | $6,712+28.1% |
| Admin fee / account holder | $32,168 | $13,989+129.9% | $10,600+203.5% | $11,409+182.0% |