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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 | $81,276+248.7% | $155,574+82.2% | $80,925+250.2% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.7%+18.1pp |
| Annual return | 13.74% | 33.36%-19.6pp | 64.87%-51.1pp | 35.65%-21.9pp |
| Employer contribution / active EE | $9,293 | $3,103+199.5% | $4,676+98.8% | $2,756+237.2% |
| Participant deferral / active EE | $8,388 | $3,453+142.9% | $5,629+49.0% | $4,299+95.1% |
| Admin fee / account holder | $50,727 | $7,993+534.6% | $15,914+218.7% | $6,940+630.9% |