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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 | $326,637 | $64,729+404.6% | $112,263+191.0% | $68,490+376.9% |
| Participation rate | 82.5% | 67.2%+15.3pp | 75.1%+7.4pp | 67.9%+14.6pp |
| Annual return | 128.80% | -11.40%+140.2pp | 27.49%+101.3pp | -7.85%+136.7pp |
| Employer contribution / active EE | $10,804 | $2,746+293.5% | $3,636+197.1% | $2,597+316.1% |
| Participant deferral / active EE | $7,208 | $3,566+102.2% | $4,729+52.4% | $4,028+79.0% |
| Admin fee / account holder | $13,303 | $5,222+154.8% | $6,410+107.5% | $5,403+146.2% |