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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 | $416,921 | $77,638+437.0% | $156,551+166.3% | $62,881+563.0% |
| Participation rate | 96.9% | 71.2%+25.7pp | 84.0%+12.9pp | 69.3%+27.6pp |
| Annual return | 9.15% | 50.33%-41.2pp | 32.23%-23.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $27,173 | $3,444+689.0% | $5,501+393.9% | $2,281+1091.3% |
| Participant deferral / active EE | $19,448 | $3,046+538.6% | $4,871+299.2% | $3,203+507.2% |
| Admin fee / account holder | $23,139 | $5,561+316.1% | $13,028+77.6% | $4,296+438.7% |