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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 | $391,756 | $75,807+416.8% | $116,096+237.4% | $86,983+350.4% |
| Participation rate | 92.3% | 66.9%+25.4pp | 73.3%+19.0pp | 69.5%+22.8pp |
| Annual return | 12.76% | 18.57%-5.8pp | 326.25%-313.5pp | 25.83%-13.1pp |
| Employer contribution / active EE | $5,769 | $1,892+204.9% | $2,503+130.4% | $2,584+123.2% |
| Participant deferral / active EE | $0 | $3,212-100.0% | $3,952-100.0% | $4,194-100.0% |
| Admin fee / account holder | $28,151 | $6,659+322.8% | $7,704+265.4% | $7,856+258.3% |