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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 | $259,998 | $82,674+214.5% | $125,381+107.4% | $68,486+279.6% |
| Participation rate | 97.9% | 75.1%+22.9pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | 3.35% | -5.97%+9.3pp | 572.31%-569.0pp | -7.85%+11.2pp |
| Employer contribution / active EE | $7,646 | $3,382+126.1% | $4,815+58.8% | $2,597+194.4% |
| Participant deferral / active EE | $10,499 | $6,111+71.8% | $7,448+41.0% | $4,028+160.7% |
| Admin fee / account holder | $19,273 | $6,277+207.0% | $10,007+92.6% | $5,404+256.7% |