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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 | $293,019 | $93,598+213.1% | $135,974+115.5% | $75,173+289.8% |
| Participation rate | 94.6% | 75.2%+19.4pp | 81.9%+12.7pp | 67.2%+27.4pp |
| Annual return | 18.44% | 30.89%-12.5pp | 68.30%-49.9pp | 160.72%-142.3pp |
| Employer contribution / active EE | $9,017 | $3,538+154.9% | $4,859+85.6% | $2,671+237.6% |
| Participant deferral / active EE | $9,219 | $6,405+43.9% | $7,760+18.8% | $4,126+123.4% |
| Admin fee / account holder | $7,573 | $6,978+8.5% | $10,767-29.7% | $5,651+34.0% |