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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 | $339,943 | $85,171+299.1% | $172,753+96.8% | $72,976+365.8% |
| Participation rate | 90.3% | 70.1%+20.3pp | 82.6%+7.7pp | 69.5%+20.8pp |
| Annual return | 28.74% | 27.32%+1.4pp | 803.00%-774.3pp | 81.02%-52.3pp |
| Employer contribution / active EE | $4,696 | $3,324+41.3% | $5,144-8.7% | $2,440+92.5% |
| Participant deferral / active EE | $4,686 | $3,260+43.7% | $5,198-9.8% | $3,608+29.9% |
| Admin fee / account holder | $19,052 | $5,880+224.0% | $13,956+36.5% | $5,124+271.8% |