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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 | $285,331 | $88,087+223.9% | $164,866+73.1% | $74,546+282.8% |
| Participation rate | 99.1% | 73.1%+26.0pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 19.37% | 17.27%+2.1pp | 69.97%-50.6pp | 1366.03%-1346.7pp |
| Employer contribution / active EE | $7,552 | $2,595+191.0% | $4,343+73.9% | $2,624+187.8% |
| Participant deferral / active EE | $6,568 | $4,499+46.0% | $6,033+8.9% | $4,347+51.1% |
| Admin fee / account holder | $2,640 | $2,232+18.3% | $12,689-79.2% | $1,944+35.8% |