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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 | $341,592 | $89,367+282.2% | $141,191+141.9% | $72,975+368.1% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 20.69% | 111.87%-91.2pp | 71.41%-50.7pp | 81.01%-60.3pp |
| Employer contribution / active EE | $10,723 | $3,115+244.3% | $4,736+126.4% | $2,440+339.4% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $22,178 | $5,957+272.3% | $10,264+116.1% | $5,124+332.8% |