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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 | $81,233+208.0% | $155,567+60.8% | $80,874+209.3% |
| Participation rate | 93.3% | 66.2%+27.1pp | 78.2%+15.1pp | 67.6%+25.7pp |
| Annual return | 16.52% | 33.33%-16.8pp | 64.74%-48.2pp | 35.62%-19.1pp |
| Employer contribution / active EE | $8,519 | $3,101+174.7% | $4,674+82.3% | $2,756+209.2% |
| Participant deferral / active EE | $15,508 | $3,452+349.2% | $5,628+175.6% | $4,297+260.9% |
| Admin fee / account holder | $17,815 | $7,998+122.7% | $15,916+11.9% | $6,935+156.9% |