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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 | $409,275 | $100,147+308.7% | $81,286+403.5% | $145,877+180.6% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.5%+24.2pp | 80.3%+13.4pp |
| Annual return | 11.93% | 34.44%-22.5pp | 24.80%-12.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $19,122 | $2,977+542.3% | $2,463+676.5% | $4,663+310.1% |
| Participant deferral / active EE | $11,865 | $4,607+157.5% | $3,883+205.6% | $6,691+77.3% |
| Admin fee / account holder | $113,967 | $8,201+1289.7% | $5,764+1877.3% | $13,402+750.4% |