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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 | $430,002 | $102,393+320.0% | $147,041+192.4% | $80,911+431.5% |
| Participation rate | 96.6% | 75.9%+20.8pp | 82.2%+14.4pp | 67.6%+29.0pp |
| Annual return | 12.67% | 134.95%-122.3pp | 419.21%-406.5pp | 35.63%-23.0pp |
| Employer contribution / active EE | $7,670 | $3,715+106.5% | $4,935+55.4% | $2,756+178.3% |
| Participant deferral / active EE | $10,163 | $6,647+52.9% | $8,071+25.9% | $4,297+136.5% |
| Admin fee / account holder | $9,401 | $7,943+18.4% | $13,006-27.7% | $6,935+35.6% |