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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 | $369,722 | $51,638+616.0% | $68,368+440.8% | $82,448+348.4% |
| Participation rate | 83.9% | 63.6%+20.3pp | 73.8%+10.1pp | 68.1%+15.8pp |
| Annual return | 14.24% | 37.53%-23.3pp | 292.57%-278.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $3,807 | $2,047+86.0% | $2,649+43.7% | $2,551+49.3% |
| Participant deferral / active EE | $7,475 | $2,914+156.6% | $4,123+81.3% | $4,139+80.6% |
| Admin fee / account holder | $105,059 | $4,643+2162.5% | $5,150+1940.1% | $7,234+1352.2% |