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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 | $332,278 | $77,638+328.0% | $156,551+112.2% | $62,881+428.4% |
| Participation rate | 97.9% | 71.2%+26.7pp | 84.0%+13.9pp | 69.3%+28.6pp |
| Annual return | 5.79% | 50.33%-44.5pp | 32.23%-26.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $20,727 | $3,444+501.8% | $5,501+276.8% | $2,281+808.7% |
| Participant deferral / active EE | $3,490 | $3,046+14.6% | $4,871-28.3% | $3,203+9.0% |
| Admin fee / account holder | $61,034 | $5,561+997.5% | $13,028+368.5% | $4,296+1320.8% |