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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 | $315,898 | $95,406+231.1% | $185,849+70.0% | $85,847+268.0% |
| Participation rate | 93.2% | 68.8%+24.4pp | 81.7%+11.5pp | 69.3%+23.9pp |
| Annual return | 12.24% | 23.59%-11.4pp | 122.10%-109.9pp | 318.61%-306.4pp |
| Employer contribution / active EE | $10,725 | $3,314+223.7% | $5,169+107.5% | $2,565+318.1% |
| Participant deferral / active EE | $5,457 | $3,424+59.4% | $5,569-2.0% | $3,952+38.1% |
| Admin fee / account holder | $53,862 | $7,214+646.6% | $16,244+231.6% | $6,261+760.3% |