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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 | $335,715 | $65,364+413.6% | $92,909+261.3% | $72,975+360.0% |
| Participation rate | 94.7% | 68.3%+26.4pp | 76.0%+18.7pp | 69.5%+25.2pp |
| Annual return | 25.55% | 42.11%-16.6pp | 109.44%-83.9pp | 81.01%-55.5pp |
| Employer contribution / active EE | $16,050 | $2,594+518.7% | $3,653+339.3% | $2,440+557.8% |
| Participant deferral / active EE | $9,674 | $3,128+209.2% | $4,238+128.3% | $3,608+168.1% |
| Admin fee / account holder | $16,857 | $4,251+296.5% | $5,795+190.9% | $5,124+229.0% |