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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 | $284,644 | $102,382+178.0% | $147,005+93.6% | $80,874+252.0% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 14.96% | 134.89%-119.9pp | 418.76%-403.8pp | 35.62%-20.7pp |
| Employer contribution / active EE | $11,101 | $3,715+198.8% | $4,934+125.0% | $2,756+302.8% |
| Participant deferral / active EE | $15,526 | $6,646+133.6% | $8,070+92.4% | $4,297+261.3% |
| Admin fee / account holder | $8,373 | $7,942+5.4% | $13,006-35.6% | $6,935+20.7% |