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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 | $366,644 | $91,198+302.0% | $178,503+105.4% | $79,856+359.1% |
| Participation rate | 86.4% | 69.2%+17.1pp | 81.9%+4.4pp | 69.6%+16.7pp |
| Annual return | 17.81% | 24.20%-6.4pp | 151.12%-133.3pp | 31.71%-13.9pp |
| Employer contribution / active EE | $10,529 | $3,257+223.3% | $5,011+110.1% | $2,471+326.1% |
| Participant deferral / active EE | $6,008 | $3,237+85.6% | $5,202+15.5% | $3,741+60.6% |
| Admin fee / account holder | $2,302 | $6,748-65.9% | $13,987-83.5% | $5,306-56.6% |