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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 | $295,184 | $85,766+244.2% | $136,298+116.6% | $70,126+320.9% |
| Participation rate | 97.3% | 74.2%+23.1pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 15.75% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $8,600 | $2,966+189.9% | $4,696+83.1% | $2,343+267.1% |
| Participant deferral / active EE | $8,388 | $5,051+66.0% | $6,247+34.3% | $3,332+151.7% |
| Admin fee / account holder | $14,982 | $5,421+176.4% | $9,244+62.1% | $4,645+222.5% |