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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 | $287,103 | $89,370+221.3% | $141,197+103.3% | $72,976+293.4% |
| Participation rate | 95.1% | 75.1%+19.9pp | 82.5%+12.6pp | 69.5%+25.6pp |
| Annual return | 19.95% | 111.88%-91.9pp | 71.41%-51.5pp | 81.02%-61.1pp |
| Employer contribution / active EE | $6,263 | $3,115+101.1% | $4,736+32.2% | $2,440+156.7% |
| Participant deferral / active EE | $7,810 | $5,419+44.1% | $6,710+16.4% | $3,608+116.5% |
| Admin fee / account holder | $5,547 | $5,957-6.9% | $10,265-46.0% | $5,124+8.3% |