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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 | $332,047 | $102,393+224.3% | $147,041+125.8% | $80,911+310.4% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 13.42% | 134.95%-121.5pp | 419.21%-405.8pp | 35.63%-22.2pp |
| Employer contribution / active EE | $7,325 | $3,715+97.2% | $4,935+48.4% | $2,756+165.8% |
| Participant deferral / active EE | $15,543 | $6,647+133.8% | $8,071+92.6% | $4,297+261.7% |
| Admin fee / account holder | $12,484 | $7,943+57.2% | $13,006-4.0% | $6,935+80.0% |