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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 | $350,198 | $102,393+242.0% | $147,041+138.2% | $80,911+332.8% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 16.80% | 134.95%-118.1pp | 419.21%-402.4pp | 35.63%-18.8pp |
| Employer contribution / active EE | $9,615 | $3,715+158.8% | $4,935+94.8% | $2,756+248.9% |
| Participant deferral / active EE | $4,631 | $6,647-30.3% | $8,071-42.6% | $4,297+7.8% |
| Admin fee / account holder | $4,070 | $7,943-48.8% | $13,006-68.7% | $6,935-41.3% |