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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 | $102,382+246.9% | $147,005+141.6% | $80,874+339.1% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 15.10% | 134.89%-119.8pp | 418.76%-403.7pp | 35.62%-20.5pp |
| Employer contribution / active EE | $8,281 | $3,715+122.9% | $4,934+67.8% | $2,756+200.5% |
| Participant deferral / active EE | $14,426 | $6,646+117.0% | $8,070+78.8% | $4,297+235.7% |
| Admin fee / account holder | $41,589 | $7,942+423.6% | $13,006+219.8% | $6,935+499.7% |