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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 | $291,997 | $85,171+242.8% | $172,753+69.0% | $72,976+300.1% |
| Participation rate | 97.1% | 70.1%+27.1pp | 82.6%+14.5pp | 69.5%+27.7pp |
| Annual return | 20.24% | 27.32%-7.1pp | 803.00%-782.8pp | 81.02%-60.8pp |
| Employer contribution / active EE | $10,060 | $3,324+202.6% | $5,144+95.6% | $2,440+312.3% |
| Participant deferral / active EE | $6,232 | $3,260+91.2% | $5,198+19.9% | $3,608+72.8% |
| Admin fee / account holder | $11,539 | $5,880+96.2% | $13,956-17.3% | $5,124+125.2% |