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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 | $326,950 | $102,429+219.2% | $147,096+122.3% | $80,925+304.0% |
| Participation rate | 89.2% | 75.9%+13.3pp | 82.2%+7.0pp | 67.7%+21.5pp |
| Annual return | 17.93% | 135.02%-117.1pp | 419.75%-401.8pp | 35.65%-17.7pp |
| Employer contribution / active EE | $26,167 | $3,716+604.2% | $4,936+430.1% | $2,756+849.4% |
| Participant deferral / active EE | $22,948 | $6,649+245.2% | $8,071+184.3% | $4,299+433.8% |
| Admin fee / account holder | $85,884 | $7,957+979.4% | $13,005+560.4% | $6,940+1137.5% |