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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 | $250,183 | $81,358+207.5% | $155,556+60.8% | $80,959+209.0% |
| Participation rate | 93.3% | 66.3%+27.1pp | 78.2%+15.1pp | 67.7%+25.7pp |
| Annual return | 16.52% | 33.39%-16.9pp | 64.84%-48.3pp | 35.67%-19.1pp |
| Employer contribution / active EE | $8,519 | $3,106+174.3% | $4,675+82.2% | $2,757+209.0% |
| Participant deferral / active EE | $15,508 | $3,455+348.8% | $5,631+175.4% | $4,300+260.6% |
| Admin fee / account holder | $17,815 | $7,994+122.9% | $15,885+12.1% | $6,925+157.2% |