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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 | $347,571 | $76,371+355.1% | $93,621+271.3% | $72,976+376.3% |
| Participation rate | 90.6% | 71.8%+18.9pp | 75.8%+14.8pp | 69.5%+21.1pp |
| Annual return | 21.86% | 25.82%-4.0pp | 32.76%-10.9pp | 81.02%-59.2pp |
| Employer contribution / active EE | $6,511 | $2,276+186.1% | $2,719+139.5% | $2,440+166.8% |
| Participant deferral / active EE | $6,819 | $3,538+92.7% | $4,070+67.6% | $3,608+89.0% |
| Admin fee / account holder | $16,006 | $6,839+134.0% | $7,890+102.9% | $5,124+212.4% |