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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 | $102,429+355.1% | $147,096+216.9% | $80,925+476.0% |
| Participation rate | 90.3% | 75.9%+14.5pp | 82.2%+8.1pp | 67.7%+22.7pp |
| Annual return | 15.65% | 135.02%-119.4pp | 419.75%-404.1pp | 35.65%-20.0pp |
| Employer contribution / active EE | $14,870 | $3,716+300.2% | $4,936+201.3% | $2,756+439.5% |
| Participant deferral / active EE | $14,628 | $6,649+120.0% | $8,071+81.2% | $4,299+240.3% |
| Admin fee / account holder | $11,251 | $7,957+41.4% | $13,005-13.5% | $6,940+62.1% |