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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 | $102,385+157.6% | $147,080+79.3% | $80,935+225.9% |
| Participation rate | 84.4% | 75.9%+8.5pp | 82.2%+2.2pp | 67.7%+16.7pp |
| Annual return | 35.85% | 135.09%-99.2pp | 420.17%-384.3pp | 35.66%+0.2pp |
| Employer contribution / active EE | $5,866 | $3,717+57.8% | $4,933+18.9% | $2,757+112.8% |
| Participant deferral / active EE | $13,722 | $6,651+106.3% | $8,066+70.1% | $4,299+219.1% |
| Admin fee / account holder | $526 | $7,951-93.4% | $12,989-95.9% | $6,924-92.4% |