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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 | $279,265 | $102,382+172.8% | $147,005+90.0% | $80,874+245.3% |
| Participation rate | 91.4% | 75.8%+15.5pp | 82.2%+9.2pp | 67.6%+23.7pp |
| Annual return | 14.73% | 134.89%-120.2pp | 418.76%-404.0pp | 35.62%-20.9pp |
| Employer contribution / active EE | $10,778 | $3,715+190.1% | $4,934+118.4% | $2,756+291.1% |
| Participant deferral / active EE | $9,254 | $6,646+39.2% | $8,070+14.7% | $4,297+115.4% |
| Admin fee / account holder | $43,025 | $7,942+441.7% | $13,006+230.8% | $6,935+520.4% |