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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 | $530,538 | $102,382+418.2% | $147,005+260.9% | $80,874+556.0% |
| Participation rate | 87.0% | 75.8%+11.1pp | 82.2%+4.8pp | 67.6%+19.3pp |
| Annual return | 13.55% | 134.89%-121.3pp | 418.76%-405.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $8,211 | $3,715+121.0% | $4,934+66.4% | $2,756+198.0% |
| Participant deferral / active EE | $6,747 | $6,646+1.5% | $8,070-16.4% | $4,297+57.0% |
| Admin fee / account holder | $35,099 | $7,942+341.9% | $13,006+169.9% | $6,935+406.1% |