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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 | $286,342 | $70,684+305.1% | $169,390+69.0% | $75,173+280.9% |
| Participation rate | 93.4% | 64.8%+28.6pp | 77.2%+16.3pp | 67.2%+26.2pp |
| Annual return | 17.36% | 36.38%-19.0pp | 406.07%-388.7pp | 160.72%-143.4pp |
| Employer contribution / active EE | $7,283 | $2,211+229.4% | $4,013+81.5% | $2,671+172.7% |
| Participant deferral / active EE | $4,233 | $4,310-1.8% | $6,222-32.0% | $4,126+2.6% |
| Admin fee / account holder | $16,216 | $5,404+200.1% | $9,015+79.9% | $5,651+187.0% |