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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 | $408,507 | $102,382+299.0% | $147,005+177.9% | $80,874+405.1% |
| Participation rate | 88.9% | 75.8%+13.0pp | 82.2%+6.7pp | 67.6%+21.2pp |
| Annual return | 24.43% | 134.89%-110.5pp | 418.76%-394.3pp | 35.62%-11.2pp |
| Employer contribution / active EE | $13,042 | $3,715+251.1% | $4,934+164.3% | $2,756+373.3% |
| Participant deferral / active EE | $9,780 | $6,646+47.1% | $8,070+21.2% | $4,297+127.6% |
| Admin fee / account holder | $1,918 | $7,942-75.9% | $13,006-85.3% | $6,935-72.3% |