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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 | $364,356 | $95,383+282.0% | $185,837+96.1% | $85,856+324.4% |
| Participation rate | 84.0% | 68.8%+15.2pp | 81.7%+2.3pp | 69.3%+14.7pp |
| Annual return | 12.42% | 23.59%-11.2pp | 122.08%-109.7pp | 318.58%-306.2pp |
| Employer contribution / active EE | $9,342 | $3,313+182.0% | $5,168+80.8% | $2,565+264.2% |
| Participant deferral / active EE | $6,085 | $3,423+77.7% | $5,568+9.3% | $3,952+54.0% |
| Admin fee / account holder | $4,016 | $7,213-44.3% | $16,241-75.3% | $6,261-35.9% |