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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 | $263,736 | $102,393+157.6% | $147,041+79.4% | $80,911+226.0% |
| Participation rate | 84.4% | 75.9%+8.5pp | 82.2%+2.2pp | 67.6%+16.7pp |
| Annual return | 35.85% | 134.95%-99.1pp | 419.21%-383.4pp | 35.63%+0.2pp |
| Employer contribution / active EE | $5,866 | $3,715+57.9% | $4,935+18.9% | $2,756+112.9% |
| Participant deferral / active EE | $13,722 | $6,647+106.4% | $8,071+70.0% | $4,297+219.3% |
| Admin fee / account holder | $526 | $7,943-93.4% | $13,006-96.0% | $6,935-92.4% |