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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 | $61,125+513.0% | $94,057+298.3% | $87,485+328.3% |
| Participation rate | 89.5% | 64.1%+25.4pp | 73.3%+16.1pp | 68.9%+20.5pp |
| Annual return | 17.16% | 35.20%-18.0pp | 480.62%-463.5pp | 26.06%-8.9pp |
| Employer contribution / active EE | $14,894 | $2,136+597.1% | $2,933+407.8% | $2,596+473.7% |
| Participant deferral / active EE | $6,914 | $3,260+112.1% | $4,709+46.8% | $4,274+61.8% |
| Admin fee / account holder | $32,229 | $5,629+472.6% | $7,244+344.9% | $7,775+314.5% |