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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 | $102,422+266.4% | $147,117+155.1% | $80,959+363.5% |
| Participation rate | 93.9% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 14.07% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $10,170 | $3,717+173.6% | $4,932+106.2% | $2,757+268.9% |
| Participant deferral / active EE | $7,355 | $6,652+10.6% | $8,065-8.8% | $4,300+71.0% |
| Admin fee / account holder | $26,073 | $7,953+227.8% | $12,993+100.7% | $6,925+276.5% |