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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 | $344,906 | $65,434+427.1% | $98,483+250.2% | $85,847+301.8% |
| Participation rate | 92.9% | 65.0%+27.8pp | 73.3%+19.5pp | 69.3%+23.5pp |
| Annual return | 13.50% | 21.75%-8.2pp | 1494.38%-1480.9pp | 318.61%-305.1pp |
| Employer contribution / active EE | $14,791 | $2,169+582.0% | $2,961+399.6% | $2,565+476.6% |
| Participant deferral / active EE | $15,096 | $3,168+376.5% | $4,276+253.0% | $3,952+282.0% |
| Admin fee / account holder | $58,018 | $4,595+1162.6% | $5,953+874.7% | $6,261+826.7% |