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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 | $255,062 | $49,199+418.4% | $121,210+110.4% | $75,177+239.3% |
| Participation rate | 92.9% | 55.4%+37.4pp | 69.5%+23.3pp | 67.2%+25.7pp |
| Annual return | 22.91% | 56.04%-33.1pp | 987.41%-964.5pp | 160.75%-137.8pp |
| Employer contribution / active EE | $9,109 | $1,547+488.7% | $4,171+118.4% | $2,671+241.0% |
| Participant deferral / active EE | $9,719 | $2,630+269.6% | $4,084+138.0% | $4,126+135.5% |
| Admin fee / account holder | $2,506 | $3,946-36.5% | $5,647-55.6% | $5,651-55.7% |