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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 | $314,695 | $102,429+207.2% | $147,096+113.9% | $80,925+288.9% |
| Participation rate | 97.8% | 75.9%+22.0pp | 82.2%+15.6pp | 67.7%+30.2pp |
| Annual return | 11.96% | 135.02%-123.1pp | 419.75%-407.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $6,739 | $3,716+81.4% | $4,936+36.5% | $2,756+144.5% |
| Participant deferral / active EE | $11,270 | $6,649+69.5% | $8,071+39.6% | $4,299+162.2% |
| Admin fee / account holder | $4,567 | $7,957-42.6% | $13,005-64.9% | $6,940-34.2% |