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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 | $340,964 | $98,776+245.2% | $149,745+127.7% | $79,856+327.0% |
| Participation rate | 82.0% | 75.8%+6.2pp | 82.5%-0.5pp | 69.6%+12.4pp |
| Annual return | 17.78% | 27.38%-9.6pp | 276.72%-258.9pp | 31.71%-13.9pp |
| Employer contribution / active EE | $7,030 | $3,217+118.5% | $4,646+51.3% | $2,471+184.5% |
| Participant deferral / active EE | $8,763 | $5,681+54.2% | $6,843+28.1% | $3,741+134.3% |
| Admin fee / account holder | $7,711 | $6,053+27.4% | $9,312-17.2% | $5,306+45.3% |