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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 | $424,396 | $78,197+442.7% | $98,090+332.7% | $82,637+413.6% |
| Participation rate | 90.2% | 77.5%+12.8pp | 81.5%+8.7pp | 68.1%+22.2pp |
| Annual return | 16.49% | 40.25%-23.8pp | 37.05%-20.6pp | 53.51%-37.0pp |
| Employer contribution / active EE | $4,026 | $2,605+54.6% | $3,606+11.6% | $2,552+57.7% |
| Participant deferral / active EE | $10,216 | $6,636+54.0% | $7,845+30.2% | $4,126+147.6% |
| Admin fee / account holder | $48,066 | $14,832+224.1% | $11,815+306.8% | $7,339+555.0% |