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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 | $266,435 | $60,139+343.0% | $90,461+194.5% | $79,856+233.6% |
| Participation rate | 97.3% | 65.0%+32.3pp | 72.7%+24.6pp | 69.6%+27.7pp |
| Annual return | 16.59% | 71.96%-55.4pp | 1294.76%-1278.2pp | 31.71%-15.1pp |
| Employer contribution / active EE | $12,464 | $2,069+502.5% | $3,264+281.9% | $2,471+404.4% |
| Participant deferral / active EE | $9,682 | $2,939+229.4% | $3,964+144.2% | $3,741+158.8% |
| Admin fee / account holder | $13,889 | $3,978+249.1% | $5,617+147.3% | $5,306+161.7% |