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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 | $435,552 | $105,210+314.0% | $159,487+173.1% | $85,851+407.3% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.8%+11.8pp | 69.3%+25.3pp |
| Annual return | 15.84% | 45.08%-29.2pp | 263.71%-247.9pp | 318.63%-302.8pp |
| Employer contribution / active EE | $7,755 | $3,319+133.6% | $4,831+60.5% | $2,565+202.3% |
| Participant deferral / active EE | $7,222 | $5,946+21.5% | $7,354-1.8% | $3,952+82.7% |
| Admin fee / account holder | $113,293 | $6,934+1533.8% | $10,804+948.7% | $6,261+1709.5% |