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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 | $307,577 | $102,382+200.4% | $147,005+109.2% | $80,874+280.3% |
| Participation rate | 88.9% | 75.8%+13.0pp | 82.2%+6.7pp | 67.6%+21.2pp |
| Annual return | 13.84% | 134.89%-121.1pp | 418.76%-404.9pp | 35.62%-21.8pp |
| Employer contribution / active EE | $5,950 | $3,715+60.2% | $4,934+20.6% | $2,756+115.9% |
| Participant deferral / active EE | $18,424 | $6,646+177.2% | $8,070+128.3% | $4,297+328.8% |
| Admin fee / account holder | $24,273 | $7,942+205.6% | $13,006+86.6% | $6,935+250.0% |