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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 | $261,458 | $51,638+406.3% | $68,368+282.4% | $82,448+217.1% |
| Participation rate | 87.1% | 63.6%+23.5pp | 73.8%+13.3pp | 68.1%+19.0pp |
| Annual return | 16.41% | 37.53%-21.1pp | 292.57%-276.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $10,879 | $2,047+431.6% | $2,649+310.7% | $2,551+326.4% |
| Participant deferral / active EE | $11,407 | $2,914+291.5% | $4,123+176.7% | $4,139+175.6% |
| Admin fee / account holder | $10,063 | $4,643+116.7% | $5,150+95.4% | $7,234+39.1% |