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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 | $294,160 | $57,541+411.2% | $95,759+207.2% | $75,177+291.3% |
| Participation rate | 95.8% | 62.5%+33.3pp | 72.3%+23.6pp | 67.2%+28.6pp |
| Annual return | 16.64% | 34.93%-18.3pp | 28.42%-11.8pp | 160.75%-144.1pp |
| Employer contribution / active EE | $9,327 | $1,808+416.0% | $2,836+228.8% | $2,671+249.2% |
| Participant deferral / active EE | $5,251 | $3,074+70.8% | $4,244+23.7% | $4,126+27.2% |
| Admin fee / account holder | $23,662 | $4,099+477.3% | $5,678+316.7% | $5,651+318.7% |