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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 | $321,236 | $55,930+474.4% | $76,089+322.2% | $80,925+297.0% |
| Participation rate | 86.2% | 62.1%+24.2pp | 69.1%+17.1pp | 67.7%+18.5pp |
| Annual return | 17.57% | 20.58%-3.0pp | 360.94%-343.4pp | 35.65%-18.1pp |
| Employer contribution / active EE | $25,311 | $1,866+1256.2% | $2,690+840.9% | $2,756+818.3% |
| Participant deferral / active EE | $18,931 | $3,051+520.6% | $4,259+344.5% | $4,299+340.4% |
| Admin fee / account holder | $10,475 | $5,241+99.9% | $6,418+63.2% | $6,940+50.9% |