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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 | $372,019 | $75,962+389.7% | $154,108+141.4% | $64,173+479.7% |
| Participation rate | 88.4% | 70.4%+18.0pp | 83.0%+5.3pp | 69.6%+18.8pp |
| Annual return | 21.02% | 30.32%-9.3pp | 735.21%-714.2pp | 7.63%+13.4pp |
| Employer contribution / active EE | $10,236 | $3,350+205.6% | $5,298+93.2% | $2,381+329.9% |
| Participant deferral / active EE | $10,253 | $3,175+223.0% | $5,081+101.8% | $3,470+195.5% |
| Admin fee / account holder | $419 | $5,589-92.5% | $13,411-96.9% | $4,887-91.4% |