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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 | $333,605 | $89,370+273.3% | $141,197+136.3% | $72,976+357.1% |
| Participation rate | 97.6% | 75.1%+22.4pp | 82.5%+15.1pp | 69.5%+28.1pp |
| Annual return | 21.51% | 111.88%-90.4pp | 71.41%-49.9pp | 81.02%-59.5pp |
| Employer contribution / active EE | $12,321 | $3,115+295.6% | $4,736+160.2% | $2,440+405.0% |
| Participant deferral / active EE | $12,240 | $5,419+125.9% | $6,710+82.4% | $3,608+239.3% |
| Admin fee / account holder | $4,935 | $5,957-17.2% | $10,265-51.9% | $5,124-3.7% |