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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 | $466,163 | $102,382+355.3% | $147,005+217.1% | $80,874+476.4% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.2%+8.2pp | 67.6%+22.7pp |
| Annual return | 15.65% | 134.89%-119.2pp | 418.76%-403.1pp | 35.62%-20.0pp |
| Employer contribution / active EE | $14,870 | $3,715+300.3% | $4,934+201.4% | $2,756+439.6% |
| Participant deferral / active EE | $14,628 | $6,646+120.1% | $8,070+81.3% | $4,297+240.4% |
| Admin fee / account holder | $11,251 | $7,942+41.7% | $13,006-13.5% | $6,935+62.2% |