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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 | $260,945 | $98,766+164.2% | $149,730+74.3% | $79,852+226.8% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.5%+10.5pp | 69.6%+23.4pp |
| Annual return | 13.29% | 27.43%-14.1pp | 276.70%-263.4pp | 31.72%-18.4pp |
| Employer contribution / active EE | $6,047 | $3,217+88.0% | $4,645+30.2% | $2,471+144.7% |
| Participant deferral / active EE | $10,007 | $5,681+76.2% | $6,843+46.3% | $3,740+167.6% |
| Admin fee / account holder | $4,100 | $6,052-32.2% | $9,310-56.0% | $5,306-22.7% |