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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 | $390,104 | $84,236+363.1% | $170,435+128.9% | $70,126+456.3% |
| Participation rate | 97.1% | 70.8%+26.3pp | 83.6%+13.5pp | 69.5%+27.6pp |
| Annual return | 14.24% | 23.06%-8.8pp | 205.94%-191.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $13,099 | $3,387+286.7% | $5,432+141.1% | $2,343+459.2% |
| Participant deferral / active EE | $16,887 | $3,086+447.2% | $4,939+241.9% | $3,332+406.8% |
| Admin fee / account holder | $87,977 | $5,698+1443.9% | $13,881+533.8% | $4,645+1793.8% |