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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 | $296,741 | $89,370+232.0% | $141,197+110.2% | $72,976+306.6% |
| Participation rate | 95.3% | 75.1%+20.2pp | 82.5%+12.9pp | 69.5%+25.9pp |
| Annual return | 19.31% | 111.88%-92.6pp | 71.41%-52.1pp | 81.02%-61.7pp |
| Employer contribution / active EE | $2,955 | $3,115-5.1% | $4,736-37.6% | $2,440+21.1% |
| Participant deferral / active EE | $11,179 | $5,419+106.3% | $6,710+66.6% | $3,608+209.9% |
| Admin fee / account holder | $28,747 | $5,957+382.6% | $10,265+180.1% | $5,124+461.0% |