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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 | $260,683 | $91,167+185.9% | $178,498+46.0% | $79,858+226.4% |
| Participation rate | 90.5% | 69.2%+21.3pp | 81.9%+8.5pp | 69.6%+20.8pp |
| Annual return | 11.04% | 24.19%-13.2pp | 151.09%-140.1pp | 31.72%-20.7pp |
| Employer contribution / active EE | $10,184 | $3,255+212.8% | $5,011+103.2% | $2,471+312.1% |
| Participant deferral / active EE | $5,291 | $3,236+63.5% | $5,202+1.7% | $3,740+41.4% |
| Admin fee / account holder | $51,018 | $6,747+656.1% | $13,985+264.8% | $5,306+861.5% |