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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 | $335,073 | $85,766+290.7% | $136,297+145.8% | $70,124+377.8% |
| Participation rate | 93.6% | 74.2%+19.4pp | 81.9%+11.7pp | 69.5%+24.0pp |
| Annual return | 14.98% | 31.45%-16.5pp | 5156.19%-5141.2pp | 73.14%-58.2pp |
| Employer contribution / active EE | $9,755 | $2,966+228.9% | $4,696+107.7% | $2,342+316.4% |
| Participant deferral / active EE | $9,534 | $5,051+88.7% | $6,247+52.6% | $3,332+186.1% |
| Admin fee / account holder | $21,144 | $5,420+290.1% | $9,244+128.7% | $4,645+355.2% |