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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 | $426,133 | $91,198+367.3% | $178,503+138.7% | $79,856+433.6% |
| Participation rate | 91.3% | 69.2%+22.1pp | 81.9%+9.4pp | 69.6%+21.7pp |
| Annual return | 10.42% | 24.20%-13.8pp | 151.12%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $11,097 | $3,257+240.7% | $5,011+121.4% | $2,471+349.0% |
| Participant deferral / active EE | $6,198 | $3,237+91.5% | $5,202+19.1% | $3,741+65.7% |
| Admin fee / account holder | $11,470 | $6,748+70.0% | $13,987-18.0% | $5,306+116.1% |