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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 | $290,137 | $77,901+272.4% | $149,717+93.8% | $75,181+285.9% |
| Participation rate | 76.7% | 65.6%+11.1pp | 78.8%-2.1pp | 67.2%+9.5pp |
| Annual return | 18.42% | 31.73%-13.3pp | 134.41%-116.0pp | 160.69%-142.3pp |
| Employer contribution / active EE | $11,702 | $3,137+273.0% | $4,820+142.8% | $2,671+338.2% |
| Participant deferral / active EE | $6,698 | $3,411+96.4% | $5,682+17.9% | $4,126+62.3% |
| Admin fee / account holder | $4,232 | $5,949-28.9% | $13,213-68.0% | $5,650-25.1% |