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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 | $270,575 | $77,164+250.6% | $178,014+52.0% | $80,874+234.6% |
| Participation rate | 92.0% | 65.7%+26.3pp | 77.1%+14.9pp | 67.6%+24.4pp |
| Annual return | 18.15% | 18.09%+0.1pp | 294.80%-276.7pp | 35.62%-17.5pp |
| Employer contribution / active EE | $9,884 | $2,288+332.1% | $3,950+150.2% | $2,756+258.7% |
| Participant deferral / active EE | $11,444 | $4,408+159.6% | $6,276+82.3% | $4,297+166.3% |
| Admin fee / account holder | $60,040 | $7,164+738.1% | $10,362+479.4% | $6,935+765.7% |