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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 | $316,281 | $106,749+196.3% | $145,433+117.5% | $82,448+283.6% |
| Participation rate | 90.6% | 75.6%+15.0pp | 82.1%+8.5pp | 68.1%+22.6pp |
| Annual return | 17.58% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $5,906 | $3,444+71.5% | $4,554+29.7% | $2,551+131.5% |
| Participant deferral / active EE | $3,563 | $6,519-45.3% | $7,897-54.9% | $4,139-13.9% |
| Admin fee / account holder | $37,592 | $8,390+348.1% | $13,129+186.3% | $7,234+419.6% |