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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 | $252,326 | $91,198+176.7% | $178,503+41.4% | $79,856+216.0% |
| Participation rate | 91.4% | 69.2%+22.2pp | 81.9%+9.5pp | 69.6%+21.8pp |
| Annual return | 20.11% | 24.20%-4.1pp | 151.12%-131.0pp | 31.71%-11.6pp |
| Employer contribution / active EE | $7,526 | $3,257+131.1% | $5,011+50.2% | $2,471+204.6% |
| Participant deferral / active EE | $6,506 | $3,237+101.0% | $5,202+25.1% | $3,741+73.9% |
| Admin fee / account holder | $3,593 | $6,748-46.8% | $13,987-74.3% | $5,306-32.3% |