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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 | $271,015 | $70,684+283.4% | $169,390+60.0% | $75,173+260.5% |
| Participation rate | 84.8% | 64.8%+20.0pp | 77.2%+7.7pp | 67.2%+17.6pp |
| Annual return | 20.32% | 36.38%-16.1pp | 406.07%-385.7pp | 160.72%-140.4pp |
| Employer contribution / active EE | $2,444 | $2,211+10.5% | $4,013-39.1% | $2,671-8.5% |
| Participant deferral / active EE | $14,104 | $4,310+227.3% | $6,222+126.7% | $4,126+241.8% |
| Admin fee / account holder | $16,630 | $5,404+207.7% | $9,015+84.5% | $5,651+194.3% |