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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 | $359,516 | $71,197+405.0% | $93,669+283.8% | $80,925+344.3% |
| Participation rate | 96.9% | 60.4%+36.5pp | 68.7%+28.1pp | 67.7%+29.2pp |
| Annual return | 12.64% | 11.27%+1.4pp | 133.59%-120.9pp | 35.65%-23.0pp |
| Employer contribution / active EE | $4,561 | $1,565+191.5% | $2,424+88.2% | $2,756+65.5% |
| Participant deferral / active EE | $10,977 | $4,036+172.0% | $4,416+148.6% | $4,299+155.4% |
| Admin fee / account holder | $9,433 | $6,959+35.6% | $8,291+13.8% | $6,940+35.9% |