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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 | $462,721 | $102,422+351.8% | $147,117+214.5% | $80,959+471.6% |
| Participation rate | 91.1% | 75.9%+15.3pp | 82.2%+9.0pp | 67.7%+23.5pp |
| Annual return | 13.38% | 135.16%-121.8pp | 420.54%-407.2pp | 35.67%-22.3pp |
| Employer contribution / active EE | $14,286 | $3,717+284.3% | $4,932+189.6% | $2,757+418.1% |
| Participant deferral / active EE | $13,169 | $6,652+98.0% | $8,065+63.3% | $4,300+206.2% |
| Admin fee / account holder | $11,253 | $7,953+41.5% | $12,993-13.4% | $6,925+62.5% |