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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 | $255,617 | $70,684+261.6% | $169,397+50.9% | $75,177+240.0% |
| Participation rate | 85.2% | 64.8%+20.4pp | 77.2%+8.0pp | 67.2%+18.0pp |
| Annual return | 17.44% | 36.38%-18.9pp | 406.23%-388.8pp | 160.75%-143.3pp |
| Employer contribution / active EE | $11,836 | $2,211+435.4% | $4,013+194.9% | $2,671+343.1% |
| Participant deferral / active EE | $9,524 | $4,310+121.0% | $6,223+53.1% | $4,126+130.8% |
| Admin fee / account holder | $13,435 | $5,404+148.6% | $9,017+49.0% | $5,651+137.7% |