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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 | $342,488 | $58,311+487.3% | $81,882+318.3% | $80,959+323.0% |
| Participation rate | 93.5% | 63.5%+30.0pp | 72.4%+21.1pp | 67.7%+25.8pp |
| Annual return | 15.01% | 41.85%-26.8pp | 779.47%-764.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $14,053 | $2,347+498.9% | $2,916+381.9% | $2,757+409.7% |
| Participant deferral / active EE | $11,795 | $3,287+258.8% | $4,323+172.8% | $4,300+174.3% |
| Admin fee / account holder | $30,217 | $4,752+535.9% | $7,360+310.6% | $6,925+336.3% |