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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 | $364,197 | $77,638+369.1% | $156,552+132.6% | $62,881+479.2% |
| Participation rate | 96.9% | 71.2%+25.7pp | 84.0%+12.9pp | 69.3%+27.6pp |
| Annual return | 10.10% | 50.33%-40.2pp | 32.23%-22.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $12,616 | $3,444+266.3% | $5,501+129.3% | $2,281+453.1% |
| Participant deferral / active EE | $8,900 | $3,046+192.2% | $4,871+82.7% | $3,203+177.9% |
| Admin fee / account holder | $11,267 | $5,561+102.6% | $13,028-13.5% | $4,296+162.3% |