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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 | $340,249 | $65,434+420.0% | $98,483+245.5% | $85,847+296.3% |
| Participation rate | 91.9% | 65.0%+26.9pp | 73.3%+18.5pp | 69.3%+22.6pp |
| Annual return | 14.99% | 21.75%-6.8pp | 1494.38%-1479.4pp | 318.61%-303.6pp |
| Employer contribution / active EE | $3,942 | $2,169+81.7% | $2,961+33.1% | $2,565+53.7% |
| Participant deferral / active EE | $9,274 | $3,168+192.8% | $4,276+116.9% | $3,952+134.7% |
| Admin fee / account holder | $9,255 | $4,595+101.4% | $5,953+55.5% | $6,261+47.8% |