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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 | $309,640 | $75,962+307.6% | $154,108+100.9% | $64,173+382.5% |
| Participation rate | 86.2% | 70.4%+15.8pp | 83.0%+3.2pp | 69.6%+16.6pp |
| Annual return | 7.98% | 30.32%-22.3pp | 735.21%-727.2pp | 7.63%+0.3pp |
| Employer contribution / active EE | $8,295 | $3,350+147.6% | $5,298+56.6% | $2,381+248.4% |
| Participant deferral / active EE | $5,853 | $3,175+84.4% | $5,081+15.2% | $3,470+68.7% |
| Admin fee / account holder | $95,082 | $5,589+1601.3% | $13,411+609.0% | $4,887+1845.4% |