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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 | $357,515 | $65,566+445.3% | $86,235+314.6% | $75,177+375.6% |
| Participation rate | 84.0% | 60.5%+23.5pp | 69.0%+15.0pp | 67.2%+16.8pp |
| Annual return | 18.23% | 46.07%-27.8pp | 1170.03%-1151.8pp | 160.75%-142.5pp |
| Employer contribution / active EE | $10,334 | $1,553+565.3% | $2,381+334.0% | $2,671+286.9% |
| Participant deferral / active EE | $9,379 | $3,023+210.2% | $3,987+135.2% | $4,126+127.3% |
| Admin fee / account holder | $9,680 | $5,470+77.0% | $6,856+41.2% | $5,651+71.3% |