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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 | $273,646 | $45,082+507.0% | $69,464+293.9% | $72,975+275.0% |
| Participation rate | 98.5% | 68.5%+30.0pp | 74.6%+23.9pp | 69.5%+29.0pp |
| Annual return | 19.06% | 22.66%-3.6pp | 28.98%-9.9pp | 81.01%-61.9pp |
| Employer contribution / active EE | $11,260 | $2,055+447.8% | $2,779+305.1% | $2,440+361.4% |
| Participant deferral / active EE | $9,355 | $2,604+259.3% | $3,536+164.5% | $3,608+159.3% |
| Admin fee / account holder | $13,031 | $3,057+326.3% | $3,840+239.3% | $5,124+154.3% |