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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 | $272,551 | $89,367+205.0% | $141,191+93.0% | $72,975+273.5% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 21.19% | 111.87%-90.7pp | 71.41%-50.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $32,940 | $3,115+957.5% | $4,736+595.5% | $2,440+1250.0% |
| Participant deferral / active EE | $9,325 | $5,419+72.1% | $6,710+39.0% | $3,608+158.5% |
| Admin fee / account holder | $2,538 | $5,957-57.4% | $10,264-75.3% | $5,124-50.5% |