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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 | $355,122 | $102,422+246.7% | $147,117+141.4% | $80,959+338.6% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | 15.10% | 135.16%-120.1pp | 420.54%-405.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $8,281 | $3,717+122.8% | $4,932+67.9% | $2,757+200.3% |
| Participant deferral / active EE | $14,426 | $6,652+116.9% | $8,065+78.9% | $4,300+235.5% |
| Admin fee / account holder | $41,589 | $7,953+422.9% | $12,993+220.1% | $6,925+500.5% |