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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 | $89,259+268.7% | $107,187+207.0% | $82,637+298.2% |
| Participation rate | 91.9% | 67.9%+24.0pp | 75.0%+16.9pp | 68.1%+23.8pp |
| Annual return | 18.54% | 21.02%-2.5pp | 204.55%-186.0pp | 53.51%-35.0pp |
| Employer contribution / active EE | $3,633 | $3,080+18.0% | $3,782-3.9% | $2,552+42.4% |
| Participant deferral / active EE | $10,299 | $4,037+155.1% | $5,096+102.1% | $4,126+149.6% |
| Admin fee / account holder | $25,361 | $7,381+243.6% | $9,162+176.8% | $7,339+245.6% |