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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 | $255,460 | $85,766+197.9% | $136,298+87.4% | $70,126+264.3% |
| Participation rate | 96.2% | 74.2%+22.1pp | 81.9%+14.3pp | 69.5%+26.7pp |
| Annual return | 16.10% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $4,350 | $2,966+46.6% | $4,696-7.4% | $2,343+85.7% |
| Participant deferral / active EE | $7,653 | $5,051+51.5% | $6,247+22.5% | $3,332+129.7% |
| Admin fee / account holder | $15,178 | $5,421+180.0% | $9,244+64.2% | $4,645+226.7% |