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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 | $313,375 | $85,171+267.9% | $172,753+81.4% | $72,976+329.4% |
| Participation rate | 97.3% | 70.1%+27.2pp | 82.6%+14.7pp | 69.5%+27.8pp |
| Annual return | 19.96% | 27.32%-7.4pp | 803.00%-783.0pp | 81.02%-61.1pp |
| Employer contribution / active EE | $7,695 | $3,324+131.5% | $5,144+49.6% | $2,440+215.4% |
| Participant deferral / active EE | $6,454 | $3,260+98.0% | $5,198+24.2% | $3,608+78.9% |
| Admin fee / account holder | $4,020 | $5,880-31.6% | $13,956-71.2% | $5,124-21.6% |