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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 | $369,862 | $90,745+307.6% | $130,270+183.9% | $75,177+392.0% |
| Participation rate | 95.2% | 71.1%+24.2pp | 76.3%+19.0pp | 67.2%+28.0pp |
| Annual return | 15.48% | 34.45%-19.0pp | 38.89%-23.4pp | 160.75%-145.3pp |
| Employer contribution / active EE | $7,240 | $3,314+118.5% | $4,128+75.4% | $2,671+171.1% |
| Participant deferral / active EE | $10,291 | $5,362+91.9% | $6,797+51.4% | $4,126+149.4% |
| Admin fee / account holder | $48,267 | $6,331+662.4% | $6,022+701.5% | $5,651+754.1% |