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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 | $269,645 | $77,638+247.3% | $156,551+72.2% | $62,881+328.8% |
| Participation rate | 95.2% | 71.2%+24.0pp | 84.0%+11.2pp | 69.3%+25.9pp |
| Annual return | 7.96% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $10,619 | $3,444+208.3% | $5,501+93.0% | $2,281+365.6% |
| Participant deferral / active EE | $12,917 | $3,046+324.1% | $4,871+165.2% | $3,203+303.3% |
| Admin fee / account holder | $4,524 | $5,561-18.6% | $13,028-65.3% | $4,296+5.3% |