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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 | $339,006 | $86,050+294.0% | $189,758+78.7% | $94,015+260.6% |
| Participation rate | 89.7% | 68.9%+20.8pp | 79.8%+9.9pp | 70.8%+18.8pp |
| Annual return | 16.76% | 17.77%-1.0pp | 52.62%-35.9pp | 17.84%-1.1pp |
| Employer contribution / active EE | $14,963 | $2,819+430.7% | $4,767+213.9% | $2,790+436.3% |
| Participant deferral / active EE | $9,855 | $3,349+194.3% | $5,856+68.3% | $4,249+131.9% |
| Admin fee / account holder | $9,731 | $6,627+46.8% | $20,388-52.3% | $8,951+8.7% |