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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 | $286,975 | $65,395+338.8% | $182,558+57.2% | $72,976+293.2% |
| Participation rate | 96.6% | 65.4%+31.1pp | 78.0%+18.6pp | 69.5%+27.1pp |
| Annual return | 21.94% | 27.68%-5.7pp | 148.59%-126.7pp | 81.02%-59.1pp |
| Employer contribution / active EE | $11,447 | $1,911+499.0% | $4,076+180.8% | $2,440+369.1% |
| Participant deferral / active EE | $14,698 | $3,563+312.6% | $5,526+166.0% | $3,608+307.4% |
| Admin fee / account holder | $52,778 | $4,245+1143.4% | $8,594+514.1% | $5,124+930.0% |