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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 | $382,466 | $89,370+328.0% | $141,197+170.9% | $72,976+424.1% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.5%+13.3pp | 69.5%+26.3pp |
| Annual return | 24.61% | 111.88%-87.3pp | 71.41%-46.8pp | 81.02%-56.4pp |
| Employer contribution / active EE | $8,522 | $3,115+173.6% | $4,736+79.9% | $2,440+249.2% |
| Participant deferral / active EE | $12,789 | $5,419+136.0% | $6,710+90.6% | $3,608+254.5% |
| Admin fee / account holder | $4,554 | $5,957-23.6% | $10,265-55.6% | $5,124-11.1% |