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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 | $362,903 | $98,776+267.4% | $149,745+142.3% | $79,856+354.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.63% | 27.38%-4.7pp | 276.72%-254.1pp | 31.71%-9.1pp |
| Employer contribution / active EE | $15,593 | $3,217+384.7% | $4,646+235.6% | $2,471+531.0% |
| Participant deferral / active EE | $6,180 | $5,681+8.8% | $6,843-9.7% | $3,741+65.2% |
| Admin fee / account holder | $3,555 | $6,053-41.3% | $9,312-61.8% | $5,306-33.0% |