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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 | $357,486 | $105,198+239.8% | $159,455+124.2% | $85,856+316.4% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.8%+6.6pp | 69.3%+20.2pp |
| Annual return | 13.07% | 45.08%-32.0pp | 263.63%-250.6pp | 318.58%-305.5pp |
| Employer contribution / active EE | $7,622 | $3,319+129.7% | $4,830+57.8% | $2,565+197.1% |
| Participant deferral / active EE | $5,213 | $5,946-12.3% | $7,353-29.1% | $3,952+31.9% |
| Admin fee / account holder | $14,105 | $6,934+103.4% | $10,800+30.6% | $6,261+125.3% |