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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 | $307,238 | $102,429+200.0% | $147,096+108.9% | $80,925+279.7% |
| Participation rate | 87.1% | 75.9%+11.2pp | 82.2%+4.9pp | 67.7%+19.4pp |
| Annual return | 14.54% | 135.02%-120.5pp | 419.75%-405.2pp | 35.65%-21.1pp |
| Employer contribution / active EE | $11,104 | $3,716+198.8% | $4,936+125.0% | $2,756+302.9% |
| Participant deferral / active EE | $11,026 | $6,649+65.8% | $8,071+36.6% | $4,299+156.5% |
| Admin fee / account holder | $9,063 | $7,957+13.9% | $13,005-30.3% | $6,940+30.6% |