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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 | $58,258+487.9% | $81,820+318.6% | $80,925+323.2% |
| Participation rate | 93.5% | 63.5%+30.0pp | 72.4%+21.1pp | 67.7%+25.8pp |
| Annual return | 15.01% | 41.76%-26.8pp | 777.93%-762.9pp | 35.65%-20.6pp |
| Employer contribution / active EE | $14,053 | $2,345+499.2% | $2,915+382.1% | $2,756+409.9% |
| Participant deferral / active EE | $11,795 | $3,284+259.2% | $4,323+172.9% | $4,299+174.4% |
| Admin fee / account holder | $30,217 | $4,976+507.2% | $7,391+308.9% | $6,940+335.4% |