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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 | $345,323 | $85,766+302.6% | $136,298+153.4% | $70,126+392.4% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 16.51% | 31.46%-14.9pp | 5156.27%-5139.8pp | 73.15%-56.6pp |
| Employer contribution / active EE | $11,563 | $2,966+289.9% | $4,696+146.3% | $2,343+393.6% |
| Participant deferral / active EE | $8,416 | $5,051+66.6% | $6,247+34.7% | $3,332+152.6% |
| Admin fee / account holder | $25,623 | $5,421+372.7% | $9,244+177.2% | $4,645+451.6% |