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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 | $370,277 | $85,766+331.7% | $136,297+171.7% | $70,124+428.0% |
| Participation rate | 98.0% | 74.2%+23.9pp | 81.9%+16.1pp | 69.5%+28.5pp |
| Annual return | 16.56% | 31.45%-14.9pp | 5156.19%-5139.6pp | 73.14%-56.6pp |
| Employer contribution / active EE | $6,423 | $2,966+116.6% | $4,696+36.8% | $2,342+174.2% |
| Participant deferral / active EE | $11,324 | $5,051+124.2% | $6,247+81.3% | $3,332+239.9% |
| Admin fee / account holder | $16,172 | $5,420+198.3% | $9,244+74.9% | $4,645+248.1% |