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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 | $576,113 | $93,345+517.2% | $119,126+383.6% | $87,485+558.5% |
| Participation rate | 94.1% | 68.7%+25.4pp | 75.8%+18.4pp | 68.9%+25.2pp |
| Annual return | 12.20% | 19.08%-6.9pp | 282.11%-269.9pp | 26.06%-13.9pp |
| Employer contribution / active EE | $9,855 | $3,172+210.7% | $4,034+144.3% | $2,596+279.6% |
| Participant deferral / active EE | $12,723 | $4,099+210.4% | $5,318+139.3% | $4,274+197.7% |
| Admin fee / account holder | $69,343 | $8,039+762.6% | $10,693+548.5% | $7,775+791.9% |