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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 | $259,664 | $73,940+251.2% | $96,496+169.1% | $75,173+245.4% |
| Participation rate | 97.5% | 66.4%+31.1pp | 74.3%+23.2pp | 67.2%+30.3pp |
| Annual return | 16.38% | 26.71%-10.3pp | 35.70%-19.3pp | 160.65%-144.3pp |
| Employer contribution / active EE | $13,180 | $2,929+349.9% | $3,738+252.6% | $2,670+393.6% |
| Participant deferral / active EE | $2,647 | $3,659-27.7% | $4,879-45.7% | $4,126-35.8% |
| Admin fee / account holder | $22,565 | $5,216+332.6% | $6,731+235.3% | $5,651+299.3% |