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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 | $378,740 | $77,908+386.1% | $149,696+153.0% | $75,173+403.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.01% | 31.73%-12.7pp | 134.46%-115.4pp | 160.72%-141.7pp |
| Employer contribution / active EE | $13,317 | $3,138+324.4% | $4,821+176.2% | $2,671+398.6% |
| Participant deferral / active EE | $8,756 | $3,411+156.7% | $5,682+54.1% | $4,126+112.2% |
| Admin fee / account holder | $1,661 | $5,950-72.1% | $13,212-87.4% | $5,651-70.6% |