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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 | $315,973 | $125,797+151.2% | $170,043+85.8% | $75,173+320.3% |
| Participation rate | 95.8% | 83.6%+12.2pp | 87.0%+8.8pp | 67.2%+28.6pp |
| Annual return | 17.88% | 27.20%-9.3pp | 53.40%-35.5pp | 160.72%-142.8pp |
| Employer contribution / active EE | $12,680 | $4,616+174.7% | $6,790+86.8% | $2,671+374.8% |
| Participant deferral / active EE | $12,633 | $6,838+84.7% | $10,410+21.3% | $4,126+206.1% |
| Admin fee / account holder | $14,110 | $8,177+72.6% | $12,824+10.0% | $5,651+149.7% |