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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 | $273,580 | $102,422+167.1% | $147,117+86.0% | $80,959+237.9% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 14.20% | 135.16%-121.0pp | 420.54%-406.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $13,972 | $3,717+275.9% | $4,932+183.3% | $2,757+406.8% |
| Participant deferral / active EE | $10,757 | $6,652+61.7% | $8,065+33.4% | $4,300+150.1% |
| Admin fee / account holder | $23,174 | $7,953+191.4% | $12,993+78.4% | $6,925+234.6% |