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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 | $280,365 | $102,429+173.7% | $147,096+90.6% | $80,925+246.5% |
| Participation rate | 93.1% | 75.9%+17.2pp | 82.2%+10.9pp | 67.7%+25.4pp |
| Annual return | 19.17% | 135.02%-115.9pp | 419.75%-400.6pp | 35.65%-16.5pp |
| Employer contribution / active EE | $22,958 | $3,716+517.9% | $4,936+365.1% | $2,756+732.9% |
| Participant deferral / active EE | $19,080 | $6,649+187.0% | $8,071+136.4% | $4,299+343.9% |
| Admin fee / account holder | $2,047 | $7,957-74.3% | $13,005-84.3% | $6,940-70.5% |