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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 | $254,167 | $51,642+392.2% | $129,384+96.4% | $80,935+214.0% |
| Participation rate | 97.4% | 56.9%+40.5pp | 69.6%+27.7pp | 67.7%+29.7pp |
| Annual return | 13.69% | 20.78%-7.1pp | 9461.77%-9448.1pp | 35.66%-22.0pp |
| Employer contribution / active EE | $6,328 | $1,583+299.7% | $4,153+52.4% | $2,757+129.5% |
| Participant deferral / active EE | $10,836 | $2,670+305.9% | $4,166+160.1% | $4,299+152.0% |
| Admin fee / account holder | $6,081 | $4,312+41.0% | $7,686-20.9% | $6,924-12.2% |