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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 | $102,429+185.1% | $147,096+98.5% | $80,925+260.9% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | 14.30% | 135.02%-120.7pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $12,527 | $3,716+237.1% | $4,936+153.8% | $2,756+354.5% |
| Participant deferral / active EE | $12,130 | $6,649+82.4% | $8,071+50.3% | $4,299+182.2% |
| Admin fee / account holder | $24,927 | $7,957+213.3% | $13,005+91.7% | $6,940+259.2% |