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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 | $360,099 | $82,028+339.0% | $123,105+192.5% | $59,633+503.9% |
| Participation rate | 88.0% | 83.2%+4.8pp | 86.8%+1.2pp | 68.7%+19.3pp |
| Annual return | 1.41% | 5.12%-3.7pp | 13.22%-11.8pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $23,730 | $3,297+619.8% | $5,151+360.7% | $2,203+977.4% |
| Participant deferral / active EE | $12,247 | $4,667+162.4% | $6,229+96.6% | $3,192+283.7% |
| Admin fee / account holder | $101,300 | $5,879+1623.2% | $9,014+1023.8% | $4,297+2257.5% |