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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 | $291,611 | $91,167+219.9% | $178,498+63.4% | $79,858+265.2% |
| Participation rate | 91.7% | 69.2%+22.5pp | 81.9%+9.7pp | 69.6%+22.0pp |
| Annual return | 11.23% | 24.19%-13.0pp | 151.09%-139.9pp | 31.72%-20.5pp |
| Employer contribution / active EE | $10,478 | $3,255+221.9% | $5,011+109.1% | $2,471+324.0% |
| Participant deferral / active EE | $5,804 | $3,236+79.4% | $5,202+11.6% | $3,740+55.2% |
| Admin fee / account holder | $25,438 | $6,747+277.0% | $13,985+81.9% | $5,306+379.4% |