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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 | $403,475 | $49,976+707.3% | $66,674+505.1% | $82,637+388.2% |
| Participation rate | 89.7% | 63.1%+26.6pp | 73.7%+16.0pp | 68.1%+21.6pp |
| Annual return | 17.13% | 39.09%-22.0pp | 321.24%-304.1pp | 53.51%-36.4pp |
| Employer contribution / active EE | $23,910 | $1,988+1102.6% | $2,620+812.6% | $2,552+836.9% |
| Participant deferral / active EE | $3,950 | $2,847+38.8% | $4,084-3.3% | $4,126-4.3% |
| Admin fee / account holder | $13,184 | $4,594+187.0% | $5,098+158.6% | $7,339+79.6% |