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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 | $286,533 | $89,367+220.6% | $141,191+102.9% | $72,975+292.6% |
| Participation rate | 76.1% | 75.1%+0.9pp | 82.5%-6.4pp | 69.5%+6.6pp |
| Annual return | 24.06% | 111.87%-87.8pp | 71.41%-47.3pp | 81.01%-56.9pp |
| Employer contribution / active EE | $17,896 | $3,115+474.6% | $4,736+277.9% | $2,440+633.4% |
| Participant deferral / active EE | $11,071 | $5,419+104.3% | $6,710+65.0% | $3,608+206.9% |
| Admin fee / account holder | $3,415 | $5,957-42.7% | $10,264-66.7% | $5,124-33.4% |