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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 | $56,060+473.0% | $76,002+322.7% | $80,874+297.2% |
| Participation rate | 86.2% | 62.0%+24.2pp | 69.1%+17.1pp | 67.6%+18.6pp |
| Annual return | 17.57% | 20.54%-3.0pp | 360.07%-342.5pp | 35.62%-18.0pp |
| Employer contribution / active EE | $25,311 | $1,873+1251.1% | $2,688+841.5% | $2,756+818.5% |
| Participant deferral / active EE | $18,931 | $3,051+520.4% | $4,257+344.7% | $4,297+340.6% |
| Admin fee / account holder | $10,475 | $5,237+100.0% | $6,414+63.3% | $6,935+51.0% |