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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 | $324,776 | $85,766+278.7% | $136,298+138.3% | $70,126+363.1% |
| Participation rate | 90.9% | 74.2%+16.8pp | 81.9%+9.0pp | 69.5%+21.4pp |
| Annual return | 17.18% | 31.46%-14.3pp | 5156.27%-5139.1pp | 73.15%-56.0pp |
| Employer contribution / active EE | $6,961 | $2,966+134.7% | $4,696+48.3% | $2,343+197.2% |
| Participant deferral / active EE | $12,526 | $5,051+148.0% | $6,247+100.5% | $3,332+276.0% |
| Admin fee / account holder | $16,664 | $5,421+207.4% | $9,244+80.3% | $4,645+258.7% |