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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 | $254,560 | $91,198+179.1% | $178,503+42.6% | $79,856+218.8% |
| Participation rate | 93.8% | 69.2%+24.5pp | 81.9%+11.8pp | 69.6%+24.1pp |
| Annual return | 19.72% | 24.20%-4.5pp | 151.12%-131.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $15,461 | $3,257+374.8% | $5,011+208.5% | $2,471+525.7% |
| Participant deferral / active EE | $11,834 | $3,237+265.6% | $5,202+127.5% | $3,741+216.4% |
| Admin fee / account holder | $3,097 | $6,748-54.1% | $13,987-77.9% | $5,306-41.6% |