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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 | $250,585 | $81,208+208.6% | $98,916+153.3% | $79,858+213.8% |
| Participation rate | 89.7% | 72.5%+17.1pp | 76.0%+13.6pp | 69.6%+20.0pp |
| Annual return | 14.04% | 60.99%-46.9pp | 196.45%-182.4pp | 31.72%-17.7pp |
| Employer contribution / active EE | $8,641 | $1,960+340.9% | $2,689+221.3% | $2,471+249.7% |
| Participant deferral / active EE | $7,421 | $3,265+127.3% | $4,245+74.8% | $3,740+98.4% |
| Admin fee / account holder | $17,840 | $6,013+196.7% | $6,642+168.6% | $5,306+236.2% |