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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 | $102,385+207.4% | $147,080+114.0% | $80,935+288.8% |
| Participation rate | 97.8% | 75.9%+22.0pp | 82.2%+15.6pp | 67.7%+30.2pp |
| Annual return | 11.96% | 135.09%-123.1pp | 420.17%-408.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $6,739 | $3,717+81.3% | $4,933+36.6% | $2,757+144.5% |
| Participant deferral / active EE | $11,270 | $6,651+69.4% | $8,066+39.7% | $4,299+162.1% |
| Admin fee / account holder | $4,567 | $7,951-42.6% | $12,989-64.8% | $6,924-34.0% |