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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 | $352,931 | $91,198+287.0% | $178,503+97.7% | $79,856+342.0% |
| Participation rate | 85.3% | 69.2%+16.1pp | 81.9%+3.4pp | 69.6%+15.7pp |
| Annual return | 13.17% | 24.20%-11.0pp | 151.12%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $21,807 | $3,257+569.6% | $5,011+335.2% | $2,471+782.4% |
| Participant deferral / active EE | $12,734 | $3,237+293.4% | $5,202+144.8% | $3,741+240.4% |
| Admin fee / account holder | $47,177 | $6,748+599.1% | $13,987+237.3% | $5,306+789.0% |