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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 | $51,631+392.3% | $129,397+96.4% | $80,925+214.1% |
| Participation rate | 97.4% | 56.9%+40.4pp | 69.6%+27.7pp | 67.7%+29.7pp |
| Annual return | 13.69% | 20.77%-7.1pp | 9453.98%-9440.3pp | 35.65%-22.0pp |
| Employer contribution / active EE | $6,328 | $1,583+299.7% | $4,154+52.3% | $2,756+129.6% |
| Participant deferral / active EE | $10,836 | $2,670+305.9% | $4,167+160.0% | $4,299+152.1% |
| Admin fee / account holder | $6,081 | $4,309+41.1% | $7,679-20.8% | $6,940-12.4% |