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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 | $292,021 | $102,422+185.1% | $147,117+98.5% | $80,959+260.7% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | 14.30% | 135.16%-120.9pp | 420.54%-406.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $12,527 | $3,717+237.0% | $4,932+154.0% | $2,757+354.3% |
| Participant deferral / active EE | $12,130 | $6,652+82.3% | $8,065+50.4% | $4,300+182.1% |
| Admin fee / account holder | $24,927 | $7,953+213.4% | $12,993+91.9% | $6,925+259.9% |