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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 | $375,275 | $102,429+266.4% | $147,096+155.1% | $80,925+363.7% |
| Participation rate | 93.9% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 14.07% | 135.02%-120.9pp | 419.75%-405.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $10,170 | $3,716+173.7% | $4,936+106.0% | $2,756+269.0% |
| Participant deferral / active EE | $7,355 | $6,649+10.6% | $8,071-8.9% | $4,299+71.1% |
| Admin fee / account holder | $26,073 | $7,957+227.7% | $13,005+100.5% | $6,940+275.7% |