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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 | $405,036 | $78,690+414.7% | $161,489+150.8% | $87,485+363.0% |
| Participation rate | 92.6% | 67.5%+25.1pp | 78.7%+13.9pp | 68.9%+23.7pp |
| Annual return | 17.22% | 32.74%-15.5pp | 89.72%-72.5pp | 26.06%-8.8pp |
| Employer contribution / active EE | $29,443 | $2,588+1037.6% | $4,268+589.8% | $2,596+1034.1% |
| Participant deferral / active EE | $23,924 | $3,311+622.6% | $5,630+324.9% | $4,274+459.8% |
| Admin fee / account holder | $48,863 | $6,724+626.8% | $16,006+205.3% | $7,775+528.5% |