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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 | $374,673 | $51,638+625.6% | $68,368+448.0% | $82,448+354.4% |
| Participation rate | 89.5% | 63.6%+25.9pp | 73.8%+15.7pp | 68.1%+21.4pp |
| Annual return | 17.16% | 37.53%-20.4pp | 292.57%-275.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $14,894 | $2,047+627.8% | $2,649+462.3% | $2,551+483.9% |
| Participant deferral / active EE | $6,914 | $2,914+137.3% | $4,123+67.7% | $4,139+67.0% |
| Admin fee / account holder | $32,229 | $4,643+594.1% | $5,150+525.8% | $7,234+345.5% |