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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 | $407,307 | $102,422+297.7% | $147,117+176.9% | $80,959+403.1% |
| Participation rate | 90.7% | 75.9%+14.8pp | 82.2%+8.5pp | 67.7%+23.0pp |
| Annual return | 14.42% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $13,679 | $3,717+268.0% | $4,932+177.3% | $2,757+396.1% |
| Participant deferral / active EE | $11,009 | $6,652+65.5% | $8,065+36.5% | $4,300+156.0% |
| Admin fee / account holder | $17,342 | $7,953+118.0% | $12,993+33.5% | $6,925+150.4% |