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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 | $381,084 | $82,678+360.9% | $125,391+203.9% | $68,490+456.4% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | 6.48% | -5.97%+12.4pp | 572.41%-565.9pp | -7.85%+14.3pp |
| Employer contribution / active EE | $12,136 | $3,382+258.8% | $4,816+152.0% | $2,597+367.4% |
| Participant deferral / active EE | $6,697 | $6,111+9.6% | $7,448-10.1% | $4,028+66.3% |
| Admin fee / account holder | $29,807 | $6,277+374.8% | $10,009+197.8% | $5,403+451.7% |