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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 | $332,181 | $91,559+262.8% | $133,978+147.9% | $79,856+316.0% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.6%+22.7pp |
| Annual return | 15.31% | 61.85%-46.5pp | 45.10%-29.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $11,469 | $2,384+381.1% | $3,919+192.7% | $2,471+364.1% |
| Participant deferral / active EE | $6,003 | $3,734+60.8% | $5,047+18.9% | $3,741+60.5% |
| Admin fee / account holder | $21,546 | $6,321+240.9% | $8,930+141.3% | $5,306+306.0% |