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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 | $353,333 | $95,406+270.3% | $185,849+90.1% | $85,847+311.6% |
| Participation rate | 98.8% | 68.8%+30.1pp | 81.7%+17.1pp | 69.3%+29.5pp |
| Annual return | 13.66% | 23.59%-9.9pp | 122.10%-108.4pp | 318.61%-304.9pp |
| Employer contribution / active EE | $12,605 | $3,314+280.4% | $5,169+143.9% | $2,565+391.4% |
| Participant deferral / active EE | $6,484 | $3,424+89.4% | $5,569+16.4% | $3,952+64.0% |
| Admin fee / account holder | $42,614 | $7,214+490.7% | $16,244+162.3% | $6,261+580.7% |