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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 | $315,087 | $65,364+382.1% | $92,909+239.1% | $72,975+331.8% |
| Participation rate | 96.9% | 68.3%+28.6pp | 76.0%+20.9pp | 69.5%+27.4pp |
| Annual return | 20.98% | 42.11%-21.1pp | 109.44%-88.5pp | 81.01%-60.0pp |
| Employer contribution / active EE | $5,842 | $2,594+125.2% | $3,653+59.9% | $2,440+139.4% |
| Participant deferral / active EE | $11,102 | $3,128+254.9% | $4,238+162.0% | $3,608+207.7% |
| Admin fee / account holder | $23,850 | $4,251+461.0% | $5,795+311.6% | $5,124+365.5% |