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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 | $370,130 | $93,617+295.4% | $135,982+172.2% | $75,177+392.3% |
| Participation rate | 90.3% | 75.2%+15.1pp | 81.9%+8.4pp | 67.2%+23.1pp |
| Annual return | 18.68% | 30.89%-12.2pp | 68.32%-49.6pp | 160.75%-142.1pp |
| Employer contribution / active EE | $15,787 | $3,538+346.2% | $4,859+224.9% | $2,671+491.0% |
| Participant deferral / active EE | $14,873 | $6,406+132.2% | $7,760+91.7% | $4,126+260.4% |
| Admin fee / account holder | $36,443 | $6,980+422.1% | $10,767+238.5% | $5,651+544.9% |