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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 | $334,260 | $109,359+205.7% | $162,185+106.1% | $72,976+358.0% |
| Participation rate | 98.3% | 84.3%+14.1pp | 87.6%+10.8pp | 69.5%+28.8pp |
| Annual return | 26.16% | 25.46%+0.7pp | 115.61%-89.4pp | 81.02%-54.9pp |
| Employer contribution / active EE | $16,224 | $3,907+315.2% | $5,613+189.0% | $2,440+564.9% |
| Participant deferral / active EE | $15,805 | $5,481+188.4% | $7,297+116.6% | $3,608+338.1% |
| Admin fee / account holder | $8,238 | $7,972+3.3% | $10,844-24.0% | $5,124+60.8% |