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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 | $343,514 | $88,672+287.4% | $105,223+226.5% | $82,448+316.6% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.8pp | 68.1%+20.8pp |
| Annual return | 16.01% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $18,231 | $3,048+498.2% | $3,689+394.3% | $2,551+614.7% |
| Participant deferral / active EE | $8,171 | $4,036+102.5% | $5,072+61.1% | $4,139+97.4% |
| Admin fee / account holder | $23,315 | $7,146+226.3% | $8,859+163.2% | $7,234+222.3% |