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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 | $353,703 | $93,589+277.9% | $135,942+160.2% | $75,181+370.5% |
| Participation rate | 98.5% | 75.2%+23.3pp | 81.9%+16.6pp | 67.2%+31.3pp |
| Annual return | 16.58% | 30.90%-14.3pp | 68.28%-51.7pp | 160.69%-144.1pp |
| Employer contribution / active EE | $10,686 | $3,537+202.1% | $4,858+120.0% | $2,671+300.1% |
| Participant deferral / active EE | $10,761 | $6,405+68.0% | $7,759+38.7% | $4,126+160.8% |
| Admin fee / account holder | $23,500 | $6,977+236.8% | $10,764+118.3% | $5,650+315.9% |