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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 | $383,550 | $78,690+387.4% | $161,489+137.5% | $87,485+338.4% |
| Participation rate | 90.9% | 67.5%+23.4pp | 78.7%+12.2pp | 68.9%+22.0pp |
| Annual return | 12.91% | 32.74%-19.8pp | 89.72%-76.8pp | 26.06%-13.1pp |
| Employer contribution / active EE | $8,443 | $2,588+226.2% | $4,268+97.8% | $2,596+225.2% |
| Participant deferral / active EE | $5,786 | $3,311+74.8% | $5,630+2.8% | $4,274+35.4% |
| Admin fee / account holder | $108,700 | $6,724+1516.7% | $16,006+579.1% | $7,775+1298.1% |