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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 | $380,253 | $89,370+325.5% | $141,197+169.3% | $72,976+421.1% |
| Participation rate | 84.4% | 75.1%+9.3pp | 82.5%+2.0pp | 69.5%+15.0pp |
| Annual return | 20.54% | 111.88%-91.3pp | 71.41%-50.9pp | 81.02%-60.5pp |
| Employer contribution / active EE | $8,752 | $3,115+181.0% | $4,736+84.8% | $2,440+258.7% |
| Participant deferral / active EE | $13,565 | $5,419+150.3% | $6,710+102.2% | $3,608+276.0% |
| Admin fee / account holder | $11,812 | $5,957+98.3% | $10,265+15.1% | $5,124+130.5% |