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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 | $403,619 | $89,367+351.6% | $141,191+185.9% | $72,975+453.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 21.02% | 111.87%-90.8pp | 71.41%-50.4pp | 81.01%-60.0pp |
| Employer contribution / active EE | $6,086 | $3,115+95.4% | $4,736+28.5% | $2,440+149.4% |
| Participant deferral / active EE | $12,717 | $5,419+134.7% | $6,710+89.5% | $3,608+252.5% |
| Admin fee / account holder | $3,063 | $5,957-48.6% | $10,264-70.2% | $5,124-40.2% |