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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 | $102,429+167.1% | $147,096+86.0% | $80,925+238.1% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 14.20% | 135.02%-120.8pp | 419.75%-405.5pp | 35.65%-21.4pp |
| Employer contribution / active EE | $13,972 | $3,716+276.0% | $4,936+183.1% | $2,756+406.9% |
| Participant deferral / active EE | $10,757 | $6,649+61.8% | $8,071+33.3% | $4,299+150.2% |
| Admin fee / account holder | $23,174 | $7,957+191.2% | $13,005+78.2% | $6,940+233.9% |