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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 | $350,401 | $96,524+263.0% | $75,900+361.7% | $152,909+129.2% |
| Participation rate | 95.0% | 76.2%+18.8pp | 69.3%+25.7pp | 82.5%+12.5pp |
| Annual return | 23.66% | 33.93%-10.3pp | 30.73%-7.1pp | 345.46%-321.8pp |
| Employer contribution / active EE | $9,385 | $3,311+183.5% | $2,501+275.3% | $4,764+97.0% |
| Participant deferral / active EE | $11,497 | $4,554+152.4% | $3,604+219.0% | $5,851+96.5% |
| Admin fee / account holder | $20,059 | $8,082+148.2% | $5,421+270.0% | $11,601+72.9% |