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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 | $265,910 | $102,393+159.7% | $147,041+80.8% | $80,911+228.6% |
| Participation rate | 83.6% | 75.9%+7.8pp | 82.2%+1.5pp | 67.6%+16.0pp |
| Annual return | 12.80% | 134.95%-122.2pp | 419.21%-406.4pp | 35.63%-22.8pp |
| Employer contribution / active EE | $12,333 | $3,715+232.0% | $4,935+149.9% | $2,756+347.5% |
| Participant deferral / active EE | $12,334 | $6,647+85.6% | $8,071+52.8% | $4,297+187.0% |
| Admin fee / account holder | $9,269 | $7,943+16.7% | $13,006-28.7% | $6,935+33.7% |