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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 | $404,569 | $75,962+432.6% | $154,108+162.5% | $64,173+530.4% |
| Participation rate | 96.4% | 70.4%+26.0pp | 83.0%+13.4pp | 69.6%+26.9pp |
| Annual return | 7.08% | 30.32%-23.2pp | 735.21%-728.1pp | 7.63%-0.6pp |
| Employer contribution / active EE | $1,191 | $3,350-64.5% | $5,298-77.5% | $2,381-50.0% |
| Participant deferral / active EE | $2,180 | $3,175-31.3% | $5,081-57.1% | $3,470-37.2% |
| Admin fee / account holder | $33,870 | $5,589+506.0% | $13,411+152.5% | $4,887+593.0% |