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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 | $398,970 | $81,233+391.1% | $155,567+156.5% | $80,874+393.3% |
| Participation rate | 92.0% | 66.2%+25.8pp | 78.2%+13.8pp | 67.6%+24.4pp |
| Annual return | 13.06% | 33.33%-20.3pp | 64.74%-51.7pp | 35.62%-22.6pp |
| Employer contribution / active EE | $16,882 | $3,101+444.4% | $4,674+261.2% | $2,756+512.6% |
| Participant deferral / active EE | $22,615 | $3,452+555.1% | $5,628+301.8% | $4,297+426.3% |
| Admin fee / account holder | $35,582 | $7,998+344.9% | $15,916+123.6% | $6,935+413.1% |