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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 | $515,984 | $89,259+478.1% | $107,187+381.4% | $82,637+524.4% |
| Participation rate | 90.9% | 67.9%+23.0pp | 75.0%+15.9pp | 68.1%+22.9pp |
| Annual return | 16.95% | 21.02%-4.1pp | 204.55%-187.6pp | 53.51%-36.6pp |
| Employer contribution / active EE | $5,188 | $3,080+68.4% | $3,782+37.2% | $2,552+103.3% |
| Participant deferral / active EE | $8,806 | $4,037+118.1% | $5,096+72.8% | $4,126+113.4% |
| Admin fee / account holder | $9,442 | $7,381+27.9% | $9,162+3.1% | $7,339+28.7% |