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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 | $329,544 | $76,551+330.5% | $123,894+166.0% | $62,881+424.1% |
| Participation rate | 94.1% | 73.0%+21.1pp | 81.4%+12.7pp | 69.3%+24.8pp |
| Annual return | 7.01% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $16,526 | $2,882+473.4% | $4,617+258.0% | $2,281+624.6% |
| Participant deferral / active EE | $11,037 | $4,840+128.1% | $5,984+84.4% | $3,203+244.6% |
| Admin fee / account holder | $14,824 | $4,826+207.2% | $8,357+77.4% | $4,296+245.1% |