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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 | $349,258 | $105,200+232.0% | $159,474+119.0% | $85,847+306.8% |
| Participation rate | 94.3% | 75.8%+18.6pp | 82.8%+11.5pp | 69.3%+25.0pp |
| Annual return | 13.11% | 45.08%-32.0pp | 263.68%-250.6pp | 318.61%-305.5pp |
| Employer contribution / active EE | $14,016 | $3,319+322.3% | $4,831+190.1% | $2,565+446.3% |
| Participant deferral / active EE | $8,948 | $5,946+50.5% | $7,353+21.7% | $3,952+126.4% |
| Admin fee / account holder | $41,726 | $6,934+501.7% | $10,802+286.3% | $6,261+566.5% |