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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 | $326,484 | $98,240+232.3% | $82,312+296.6% | $147,586+121.2% |
| Participation rate | 91.3% | 79.7%+11.6pp | 76.9%+14.4pp | 82.8%+8.5pp |
| Annual return | 24.67% | 30.85%-6.2pp | 25.88%-1.2pp | 578.59%-553.9pp |
| Employer contribution / active EE | $6,183 | $3,192+93.7% | $2,428+154.6% | $4,876+26.8% |
| Participant deferral / active EE | $11,662 | $4,383+166.1% | $3,706+214.7% | $5,439+114.4% |
| Admin fee / account holder | $17,194 | $8,563+100.8% | $5,608+206.6% | $10,886+58.0% |