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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 | $102,382+266.5% | $147,005+155.3% | $80,874+364.0% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 14.07% | 134.89%-120.8pp | 418.76%-404.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $10,170 | $3,715+173.8% | $4,934+106.1% | $2,756+269.1% |
| Participant deferral / active EE | $7,355 | $6,646+10.7% | $8,070-8.9% | $4,297+71.2% |
| Admin fee / account holder | $26,073 | $7,942+228.3% | $13,006+100.5% | $6,935+276.0% |