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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 | $399,254 | $84,236+374.0% | $170,435+134.3% | $70,126+469.3% |
| Participation rate | 93.3% | 70.8%+22.5pp | 83.6%+9.7pp | 69.5%+23.8pp |
| Annual return | 15.06% | 23.06%-8.0pp | 205.94%-190.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $28,836 | $3,387+751.3% | $5,432+430.8% | $2,343+1131.0% |
| Participant deferral / active EE | $13,693 | $3,086+343.7% | $4,939+177.2% | $3,332+311.0% |
| Admin fee / account holder | $32,014 | $5,698+461.8% | $13,881+130.6% | $4,645+589.1% |