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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 | $308,350 | $60,442+410.2% | $96,754+218.7% | $87,485+252.5% |
| Participation rate | 95.9% | 58.7%+37.2pp | 70.3%+25.6pp | 68.9%+27.0pp |
| Annual return | 15.88% | 21.97%-6.1pp | 82.04%-66.2pp | 26.06%-10.2pp |
| Employer contribution / active EE | $8,371 | $1,691+395.1% | $2,679+212.5% | $2,596+222.4% |
| Participant deferral / active EE | $9,760 | $3,280+197.6% | $4,758+105.1% | $4,274+128.4% |
| Admin fee / account holder | $12,275 | $5,069+142.2% | $8,905+37.8% | $7,775+57.9% |