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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 | $337,117 | $81,276+314.8% | $155,574+116.7% | $80,925+316.6% |
| Participation rate | 96.3% | 66.2%+30.0pp | 78.2%+18.0pp | 67.7%+28.6pp |
| Annual return | 21.53% | 33.36%-11.8pp | 64.87%-43.3pp | 35.65%-14.1pp |
| Employer contribution / active EE | $21,816 | $3,103+603.0% | $4,676+366.6% | $2,756+691.5% |
| Participant deferral / active EE | $11,851 | $3,453+243.2% | $5,629+110.5% | $4,299+175.7% |
| Admin fee / account holder | $41,153 | $7,993+414.8% | $15,914+158.6% | $6,940+493.0% |