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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 | $106,864+196.0% | $147,318+114.7% | $82,637+282.7% |
| Participation rate | 90.6% | 75.5%+15.1pp | 82.1%+8.6pp | 68.1%+22.6pp |
| Annual return | 17.58% | 27.49%-9.9pp | 70.43%-52.9pp | 53.51%-35.9pp |
| Employer contribution / active EE | $5,906 | $3,417+72.8% | $4,593+28.6% | $2,552+131.4% |
| Participant deferral / active EE | $3,563 | $6,496-45.2% | $7,906-54.9% | $4,126-13.7% |
| Admin fee / account holder | $37,592 | $8,415+346.7% | $13,708+174.2% | $7,339+412.2% |