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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 | $291,336 | $84,236+245.9% | $170,435+70.9% | $70,126+315.4% |
| Participation rate | 72.4% | 70.8%+1.5pp | 83.6%-11.2pp | 69.5%+2.8pp |
| Annual return | 20.98% | 23.06%-2.1pp | 205.94%-185.0pp | 73.15%-52.2pp |
| Employer contribution / active EE | $16,565 | $3,387+389.1% | $5,432+204.9% | $2,343+607.2% |
| Participant deferral / active EE | $4,390 | $3,086+42.3% | $4,939-11.1% | $3,332+31.8% |
| Admin fee / account holder | $21,301 | $5,698+273.8% | $13,881+53.5% | $4,645+358.5% |