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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 | $304,969 | $106,923+185.2% | $84,023+263.0% | $152,909+99.4% |
| Participation rate | 90.9% | 75.3%+15.7pp | 69.0%+21.9pp | 82.5%+8.5pp |
| Annual return | 18.32% | 105.02%-86.7pp | 71.32%-53.0pp | 345.46%-327.1pp |
| Employer contribution / active EE | $5,909 | $2,735+116.0% | $1,984+197.9% | $4,764+24.0% |
| Participant deferral / active EE | $4,623 | $4,013+15.2% | $3,239+42.7% | $5,851-21.0% |
| Admin fee / account holder | $27,420 | $8,289+230.8% | $6,102+349.4% | $11,601+136.4% |