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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 | $283,319 | $103,038+175.0% | $90,324+213.7% | $152,909+85.3% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.5%+9.2pp |
| Annual return | 18.49% | 95.25%-76.8pp | 78.15%-59.7pp | 345.46%-327.0pp |
| Employer contribution / active EE | $13,155 | $3,141+318.9% | $2,856+360.6% | $4,764+176.1% |
| Participant deferral / active EE | $3,674 | $4,282-14.2% | $3,885-5.4% | $5,851-37.2% |
| Admin fee / account holder | $43,579 | $6,177+605.5% | $5,356+713.7% | $11,601+275.7% |