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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 | $262,251 | $72,404+262.2% | $110,243+137.9% | $64,173+308.7% |
| Participation rate | 97.8% | 73.3%+24.4pp | 79.8%+18.0pp | 69.6%+28.2pp |
| Annual return | 6.51% | -6.29%+12.8pp | 314.76%-308.2pp | 7.63%-1.1pp |
| Employer contribution / active EE | $6,470 | $2,282+183.6% | $3,827+69.1% | $2,381+171.7% |
| Participant deferral / active EE | $3,273 | $3,469-5.7% | $4,672-30.0% | $3,470-5.7% |
| Admin fee / account holder | $15,106 | $5,664+166.7% | $8,548+76.7% | $4,887+209.1% |