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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 | $339,356 | $91,198+272.1% | $178,503+90.1% | $79,856+325.0% |
| Participation rate | 88.0% | 69.2%+18.8pp | 81.9%+6.1pp | 69.6%+18.4pp |
| Annual return | 15.43% | 24.20%-8.8pp | 151.12%-135.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $12,026 | $3,257+269.3% | $5,011+140.0% | $2,471+386.6% |
| Participant deferral / active EE | $7,903 | $3,237+144.2% | $5,202+51.9% | $3,741+111.3% |
| Admin fee / account holder | $20,939 | $6,748+210.3% | $13,987+49.7% | $5,306+294.6% |