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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 | $250,757 | $77,920+221.8% | $149,723+67.5% | $75,177+233.6% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.3pp |
| Annual return | 18.30% | 31.72%-13.4pp | 134.50%-116.2pp | 160.75%-142.5pp |
| Employer contribution / active EE | $21,315 | $3,138+579.2% | $4,821+342.1% | $2,671+698.0% |
| Participant deferral / active EE | $21,928 | $3,411+542.8% | $5,682+285.9% | $4,126+431.4% |
| Admin fee / account holder | $2,312 | $5,951-61.1% | $13,215-82.5% | $5,651-59.1% |