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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 | $309,042 | $87,834+251.8% | $133,975+130.7% | $62,881+391.5% |
| Participation rate | 96.2% | 83.4%+12.9pp | 87.1%+9.2pp | 69.3%+26.9pp |
| Annual return | 8.36% | 12.05%-3.7pp | 29.29%-20.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $13,282 | $3,482+281.4% | $5,211+154.9% | $2,281+482.3% |
| Participant deferral / active EE | $15,368 | $4,812+219.4% | $6,282+144.7% | $3,203+379.8% |
| Admin fee / account holder | $8,042 | $5,372+49.7% | $9,324-13.8% | $4,296+87.2% |