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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 | $102,393+418.1% | $147,041+260.8% | $80,911+555.7% |
| Participation rate | 87.0% | 75.9%+11.1pp | 82.2%+4.8pp | 67.6%+19.3pp |
| Annual return | 13.55% | 134.95%-121.4pp | 419.21%-405.7pp | 35.63%-22.1pp |
| Employer contribution / active EE | $8,211 | $3,715+121.0% | $4,935+66.4% | $2,756+197.9% |
| Participant deferral / active EE | $6,747 | $6,647+1.5% | $8,071-16.4% | $4,297+57.0% |
| Admin fee / account holder | $35,099 | $7,943+341.9% | $13,006+169.9% | $6,935+406.1% |