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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 | $266,478 | $77,908+242.0% | $149,696+78.0% | $75,173+254.5% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 20.88% | 31.73%-10.8pp | 134.46%-113.6pp | 160.72%-139.8pp |
| Employer contribution / active EE | $8,073 | $3,138+157.3% | $4,821+67.5% | $2,671+202.2% |
| Participant deferral / active EE | $9,786 | $3,411+186.9% | $5,682+72.2% | $4,126+137.2% |
| Admin fee / account holder | $3,089 | $5,950-48.1% | $13,212-76.6% | $5,651-45.3% |