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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 | $265,601 | $109,359+142.9% | $162,177+63.8% | $72,975+264.0% |
| Participation rate | 91.4% | 84.3%+7.2pp | 87.6%+3.9pp | 69.5%+21.9pp |
| Annual return | 25.57% | 25.46%+0.1pp | 115.60%-90.0pp | 81.01%-55.4pp |
| Employer contribution / active EE | $11,391 | $3,907+191.5% | $5,613+102.9% | $2,440+366.8% |
| Participant deferral / active EE | $12,871 | $5,481+134.8% | $7,297+76.4% | $3,608+256.8% |
| Admin fee / account holder | $17,310 | $7,972+117.1% | $10,843+59.6% | $5,124+237.8% |