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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 | $81,276+390.9% | $155,574+156.5% | $80,925+393.0% |
| Participation rate | 92.0% | 66.2%+25.8pp | 78.2%+13.8pp | 67.7%+24.3pp |
| Annual return | 13.06% | 33.36%-20.3pp | 64.87%-51.8pp | 35.65%-22.6pp |
| Employer contribution / active EE | $16,882 | $3,103+444.1% | $4,676+261.1% | $2,756+512.5% |
| Participant deferral / active EE | $22,615 | $3,453+555.0% | $5,629+301.7% | $4,299+426.1% |
| Admin fee / account holder | $35,582 | $7,993+345.1% | $15,914+123.6% | $6,940+412.7% |