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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 | $319,898 | $77,920+310.5% | $149,723+113.7% | $75,177+325.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.98% | 31.72%-13.7pp | 134.50%-116.5pp | 160.75%-142.8pp |
| Employer contribution / active EE | $26,347 | $3,138+739.6% | $4,821+446.5% | $2,671+886.4% |
| Participant deferral / active EE | $4,477 | $3,411+31.2% | $5,682-21.2% | $4,126+8.5% |
| Admin fee / account holder | $3,985 | $5,951-33.0% | $13,215-69.8% | $5,651-29.5% |