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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 | $299,616 | $85,171+251.8% | $172,753+73.4% | $72,976+310.6% |
| Participation rate | 94.1% | 70.1%+24.1pp | 82.6%+11.5pp | 69.5%+24.6pp |
| Annual return | 17.09% | 27.32%-10.2pp | 803.00%-785.9pp | 81.02%-63.9pp |
| Employer contribution / active EE | $2,048 | $3,324-38.4% | $5,144-60.2% | $2,440-16.1% |
| Participant deferral / active EE | $6,318 | $3,260+93.8% | $5,198+21.5% | $3,608+75.1% |
| Admin fee / account holder | $772 | $5,880-86.9% | $13,956-94.5% | $5,124-84.9% |