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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 | $409,153 | $85,766+377.1% | $136,295+200.2% | $70,131+483.4% |
| Participation rate | 96.7% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 14.79% | 31.45%-16.7pp | 5155.97%-5141.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $21,485 | $2,966+624.4% | $4,695+357.6% | $2,342+817.2% |
| Participant deferral / active EE | $7,926 | $5,051+56.9% | $6,247+26.9% | $3,332+137.9% |
| Admin fee / account holder | $5,572 | $5,420+2.8% | $9,243-39.7% | $4,645+20.0% |