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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 | $323,274 | $64,920+398.0% | $103,693+211.8% | $86,983+271.7% |
| Participation rate | 97.0% | 63.6%+33.4pp | 72.6%+24.4pp | 69.5%+27.5pp |
| Annual return | 16.82% | 30.29%-13.5pp | 47.61%-30.8pp | 25.83%-9.0pp |
| Employer contribution / active EE | $12,698 | $2,141+493.1% | $2,920+334.8% | $2,584+391.3% |
| Participant deferral / active EE | $11,939 | $3,241+268.4% | $4,579+160.7% | $4,194+184.7% |
| Admin fee / account holder | $16,698 | $6,191+169.7% | $7,858+112.5% | $7,856+112.6% |