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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 | $265,004 | $58,828+350.5% | $78,002+239.7% | $62,881+321.4% |
| Participation rate | 94.4% | 71.1%+23.4pp | 75.5%+18.9pp | 69.3%+25.1pp |
| Annual return | 9.10% | 17.16%-8.1pp | 425.99%-416.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $5,983 | $1,672+257.9% | $2,470+142.2% | $2,281+162.3% |
| Participant deferral / active EE | $5,593 | $2,686+108.3% | $3,497+59.9% | $3,203+74.6% |
| Admin fee / account holder | $3,508 | $4,393-20.1% | $5,481-36.0% | $4,296-18.3% |