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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 | $326,232 | $81,276+301.4% | $155,574+109.7% | $80,925+303.1% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.7%+18.1pp |
| Annual return | 19.51% | 33.36%-13.8pp | 64.87%-45.4pp | 35.65%-16.1pp |
| Employer contribution / active EE | $4,678 | $3,103+50.7% | $4,6760% | $2,756+69.7% |
| Participant deferral / active EE | $5,736 | $3,453+66.1% | $5,629+1.9% | $4,299+33.4% |
| Admin fee / account holder | $13,906 | $7,993+74.0% | $15,914-12.6% | $6,940+100.4% |