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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 | $283,437 | $81,233+248.9% | $155,567+82.2% | $80,874+250.5% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.6%+18.1pp |
| Annual return | 13.74% | 33.33%-19.6pp | 64.74%-51.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $9,293 | $3,101+199.7% | $4,674+98.8% | $2,756+237.2% |
| Participant deferral / active EE | $8,388 | $3,452+143.0% | $5,628+49.0% | $4,297+95.2% |
| Admin fee / account holder | $50,727 | $7,998+534.3% | $15,916+218.7% | $6,935+631.4% |