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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 | $263,021 | $107,368+145.0% | $92,915+183.1% | $152,909+72.0% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 19.75% | 145.64%-125.9pp | 109.45%-89.7pp | 345.46%-325.7pp |
| Employer contribution / active EE | $5,476 | $4,222+29.7% | $3,653+49.9% | $4,764+15.0% |
| Participant deferral / active EE | $8,906 | $4,848+83.7% | $4,238+110.1% | $5,851+52.2% |
| Admin fee / account holder | $41,369 | $7,082+484.1% | $5,796+613.8% | $11,601+256.6% |