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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 | $263,469 | $54,763+381.1% | $90,324+191.7% | $72,976+261.0% |
| Participation rate | 97.9% | 65.2%+32.7pp | 73.3%+24.6pp | 69.5%+28.4pp |
| Annual return | 18.80% | 30.63%-11.8pp | 78.15%-59.3pp | 81.02%-62.2pp |
| Employer contribution / active EE | $10,414 | $2,093+397.5% | $2,856+264.7% | $2,440+326.8% |
| Participant deferral / active EE | $10,389 | $2,887+259.8% | $3,885+167.4% | $3,608+188.0% |
| Admin fee / account holder | $31,224 | $3,973+685.8% | $5,356+483.0% | $5,124+509.4% |