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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 | $331,520 | $87,132+280.5% | $105,624+213.9% | $80,959+309.5% |
| Participation rate | 93.3% | 70.4%+22.9pp | 75.3%+18.1pp | 67.7%+25.7pp |
| Annual return | 18.62% | 17.03%+1.6pp | 116.20%-97.6pp | 35.67%-17.1pp |
| Employer contribution / active EE | $3,556 | $2,397+48.3% | $3,168+12.2% | $2,757+29.0% |
| Participant deferral / active EE | $9,041 | $3,985+126.8% | $5,013+80.4% | $4,300+110.2% |
| Admin fee / account holder | $5,149 | $8,449-39.1% | $10,961-53.0% | $6,925-25.7% |