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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 | $318,818 | $98,766+222.8% | $149,730+112.9% | $79,852+299.3% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.5%+9.6pp | 69.6%+22.5pp |
| Annual return | 18.98% | 27.43%-8.4pp | 276.70%-257.7pp | 31.72%-12.7pp |
| Employer contribution / active EE | $13,496 | $3,217+319.5% | $4,645+190.5% | $2,471+446.1% |
| Participant deferral / active EE | $11,520 | $5,681+102.8% | $6,843+68.4% | $3,740+208.0% |
| Admin fee / account holder | $933 | $6,052-84.6% | $9,310-90.0% | $5,306-82.4% |