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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 | $49,976+423.2% | $66,674+292.1% | $82,637+216.4% |
| Participation rate | 87.1% | 63.1%+24.0pp | 73.7%+13.4pp | 68.1%+19.0pp |
| Annual return | 16.41% | 39.09%-22.7pp | 321.24%-304.8pp | 53.51%-37.1pp |
| Employer contribution / active EE | $10,879 | $1,988+447.1% | $2,620+315.2% | $2,552+326.3% |
| Participant deferral / active EE | $11,407 | $2,847+300.7% | $4,084+179.3% | $4,126+176.5% |
| Admin fee / account holder | $10,063 | $4,594+119.1% | $5,098+97.4% | $7,339+37.1% |