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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 | $369,135 | $102,382+260.5% | $147,005+151.1% | $80,874+356.4% |
| Participation rate | 84.3% | 75.8%+8.5pp | 82.2%+2.2pp | 67.6%+16.7pp |
| Annual return | 12.67% | 134.89%-122.2pp | 418.76%-406.1pp | 35.62%-22.9pp |
| Employer contribution / active EE | $15,750 | $3,715+324.0% | $4,934+219.2% | $2,756+471.5% |
| Participant deferral / active EE | $14,275 | $6,646+114.8% | $8,070+76.9% | $4,297+232.2% |
| Admin fee / account holder | $48,056 | $7,942+505.1% | $13,006+269.5% | $6,935+592.9% |