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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 | $382,111 | $102,422+273.1% | $147,117+159.7% | $80,959+372.0% |
| Participation rate | 95.9% | 75.9%+20.0pp | 82.2%+13.7pp | 67.7%+28.3pp |
| Annual return | 13.57% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $8,701 | $3,717+134.1% | $4,932+76.4% | $2,757+215.6% |
| Participant deferral / active EE | $14,396 | $6,652+116.4% | $8,065+78.5% | $4,300+234.8% |
| Admin fee / account holder | $12,803 | $7,953+61.0% | $12,993-1.5% | $6,925+84.9% |