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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 | $316,951 | $60,128+427.1% | $90,440+250.5% | $79,852+296.9% |
| Participation rate | 91.2% | 65.0%+26.2pp | 72.7%+18.5pp | 69.6%+21.5pp |
| Annual return | 23.88% | 71.95%-48.1pp | 1294.38%-1270.5pp | 31.72%-7.8pp |
| Employer contribution / active EE | $13,300 | $2,068+543.0% | $3,263+307.6% | $2,471+438.2% |
| Participant deferral / active EE | $6,005 | $2,939+104.4% | $3,964+51.5% | $3,740+60.6% |
| Admin fee / account holder | $8,038 | $3,977+102.1% | $5,615+43.2% | $5,306+51.5% |