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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 | $102,422+418.0% | $147,117+260.6% | $80,959+555.3% |
| Participation rate | 87.0% | 75.9%+11.1pp | 82.2%+4.8pp | 67.7%+19.3pp |
| Annual return | 13.55% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $8,211 | $3,717+120.9% | $4,932+66.5% | $2,757+197.8% |
| Participant deferral / active EE | $6,747 | $6,652+1.4% | $8,065-16.3% | $4,300+56.9% |
| Admin fee / account holder | $35,099 | $7,953+341.3% | $12,993+170.1% | $6,925+406.8% |