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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 | $363,363 | $49,897+628.2% | $80,648+350.6% | $75,177+383.3% |
| Participation rate | 94.4% | 55.3%+39.1pp | 67.0%+27.4pp | 67.2%+27.2pp |
| Annual return | 20.00% | 34.68%-14.7pp | 937.21%-917.2pp | 160.75%-140.7pp |
| Employer contribution / active EE | $7,113 | $1,699+318.7% | $2,724+161.2% | $2,671+166.3% |
| Participant deferral / active EE | $12,077 | $2,992+303.7% | $4,443+171.8% | $4,126+192.7% |
| Admin fee / account holder | $3,105 | $3,579-13.2% | $5,382-42.3% | $5,651-45.1% |