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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 | $397,108 | $85,766+363.0% | $136,298+191.4% | $70,126+466.3% |
| Participation rate | 94.3% | 74.2%+20.1pp | 81.9%+12.4pp | 69.5%+24.7pp |
| Annual return | 20.12% | 31.46%-11.3pp | 5156.27%-5136.1pp | 73.15%-53.0pp |
| Employer contribution / active EE | $9,850 | $2,966+232.1% | $4,696+109.8% | $2,343+320.5% |
| Participant deferral / active EE | $8,497 | $5,051+68.2% | $6,247+36.0% | $3,332+155.0% |
| Admin fee / account holder | $18,821 | $5,421+247.2% | $9,244+103.6% | $4,645+305.1% |