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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 | $359,746 | $109,359+229.0% | $162,171+121.8% | $72,983+392.9% |
| Participation rate | 89.3% | 84.3%+5.0pp | 87.6%+1.7pp | 69.5%+19.8pp |
| Annual return | 20.92% | 25.46%-4.5pp | 115.60%-94.7pp | 81.01%-60.1pp |
| Employer contribution / active EE | $7,127 | $3,907+82.4% | $5,613+27.0% | $2,440+192.1% |
| Participant deferral / active EE | $12,470 | $5,481+127.5% | $7,297+70.9% | $3,608+245.7% |
| Admin fee / account holder | $2,726 | $7,972-65.8% | $10,843-74.9% | $5,124-46.8% |