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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 | $102,393+260.5% | $147,041+151.0% | $80,911+356.2% |
| Participation rate | 84.3% | 75.9%+8.5pp | 82.2%+2.1pp | 67.6%+16.7pp |
| Annual return | 12.67% | 134.95%-122.3pp | 419.21%-406.5pp | 35.63%-23.0pp |
| Employer contribution / active EE | $15,750 | $3,715+323.9% | $4,935+219.1% | $2,756+471.5% |
| Participant deferral / active EE | $14,275 | $6,647+114.8% | $8,071+76.9% | $4,297+232.2% |
| Admin fee / account holder | $48,056 | $7,943+505.0% | $13,006+269.5% | $6,935+593.0% |