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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 | $88,137+223.7% | $164,975+73.0% | $74,429+283.4% |
| Participation rate | 99.1% | 73.1%+26.0pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 19.37% | 17.13%+2.2pp | 70.12%-50.8pp | 1368.38%-1349.0pp |
| Employer contribution / active EE | $7,552 | $2,597+190.8% | $4,343+73.9% | $2,625+187.7% |
| Participant deferral / active EE | $6,568 | $4,501+45.9% | $6,033+8.9% | $4,348+51.0% |
| Admin fee / account holder | $2,640 | $2,231+18.3% | $12,688-79.2% | $1,944+35.8% |