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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 | $329,094 | $88,672+271.1% | $105,223+212.8% | $82,448+299.2% |
| Participation rate | 91.9% | 67.9%+24.0pp | 75.0%+16.8pp | 68.1%+23.8pp |
| Annual return | 18.54% | 30.86%-12.3pp | 180.65%-162.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $3,633 | $3,048+19.2% | $3,689-1.5% | $2,551+42.4% |
| Participant deferral / active EE | $10,299 | $4,036+155.2% | $5,072+103.1% | $4,139+148.8% |
| Admin fee / account holder | $25,361 | $7,146+254.9% | $8,859+186.3% | $7,234+250.6% |