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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 | $376,338 | $100,194+275.6% | $122,979+206.0% | $86,983+332.7% |
| Participation rate | 96.4% | 73.0%+23.5pp | 77.2%+19.2pp | 69.5%+26.9pp |
| Annual return | 24.85% | 16.47%+8.4pp | 20.12%+4.7pp | 25.83%-1.0pp |
| Employer contribution / active EE | $8,495 | $2,326+265.3% | $3,062+177.4% | $2,584+228.7% |
| Participant deferral / active EE | $8,729 | $4,133+111.2% | $5,003+74.5% | $4,194+108.1% |
| Admin fee / account holder | $2,882 | $10,148-71.6% | $12,864-77.6% | $7,856-63.3% |