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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 | $266,705 | $89,370+198.4% | $141,197+88.9% | $72,976+265.5% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 23.20% | 111.88%-88.7pp | 71.41%-48.2pp | 81.02%-57.8pp |
| Employer contribution / active EE | $776 | $3,115-75.1% | $4,736-83.6% | $2,440-68.2% |
| Participant deferral / active EE | $7,420 | $5,419+36.9% | $6,710+10.6% | $3,608+105.7% |
| Admin fee / account holder | $25,379 | $5,957+326.1% | $10,265+147.2% | $5,124+395.3% |