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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 | $271,732 | $89,370+204.1% | $141,197+92.4% | $72,976+272.4% |
| Participation rate | 94.6% | 75.1%+19.5pp | 82.5%+12.1pp | 69.5%+25.1pp |
| Annual return | 21.88% | 111.88%-90.0pp | 71.41%-49.5pp | 81.02%-59.1pp |
| Employer contribution / active EE | $15,288 | $3,115+390.8% | $4,736+222.8% | $2,440+526.5% |
| Participant deferral / active EE | $9,989 | $5,419+84.3% | $6,710+48.9% | $3,608+176.9% |
| Admin fee / account holder | $8,938 | $5,957+50.0% | $10,265-12.9% | $5,124+74.4% |