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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 | $371,163 | $85,766+332.8% | $136,298+172.3% | $70,126+429.3% |
| Participation rate | 86.2% | 74.2%+12.1pp | 81.9%+4.3pp | 69.5%+16.7pp |
| Annual return | 15.81% | 31.46%-15.6pp | 5156.27%-5140.5pp | 73.15%-57.3pp |
| Employer contribution / active EE | $10,377 | $2,966+249.9% | $4,696+121.0% | $2,343+343.0% |
| Participant deferral / active EE | $8,217 | $5,051+62.7% | $6,247+31.5% | $3,332+146.6% |
| Admin fee / account holder | $29,818 | $5,421+450.1% | $9,244+222.6% | $4,645+541.9% |