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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 | $283,695 | $63,703+345.3% | $93,063+204.8% | $82,448+244.1% |
| Participation rate | 98.0% | 63.8%+34.1pp | 72.1%+25.8pp | 68.1%+29.9pp |
| Annual return | 16.90% | -775.43%+792.3pp | 34.15%-17.3pp | 41.64%-24.7pp |
| Employer contribution / active EE | $15,906 | $1,729+820.2% | $2,476+542.4% | $2,551+523.5% |
| Participant deferral / active EE | $7,057 | $2,919+141.7% | $3,958+78.3% | $4,139+70.5% |
| Admin fee / account holder | $8,159 | $5,982+36.4% | $6,033+35.2% | $7,234+12.8% |