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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 | $325,700 | $60,139+441.6% | $90,461+260.0% | $79,856+307.9% |
| Participation rate | 96.6% | 65.0%+31.6pp | 72.7%+23.9pp | 69.6%+26.9pp |
| Annual return | 21.89% | 71.96%-50.1pp | 1294.76%-1272.9pp | 31.71%-9.8pp |
| Employer contribution / active EE | $7,739 | $2,069+274.1% | $3,264+137.1% | $2,471+213.2% |
| Participant deferral / active EE | $14,938 | $2,939+408.3% | $3,964+276.8% | $3,741+299.3% |
| Admin fee / account holder | $30,821 | $3,978+674.7% | $5,617+448.7% | $5,306+480.8% |