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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 | $370,704 | $91,198+306.5% | $178,503+107.7% | $79,856+364.2% |
| Participation rate | 97.5% | 69.2%+28.3pp | 81.9%+15.6pp | 69.6%+27.9pp |
| Annual return | 11.84% | 24.20%-12.4pp | 151.12%-139.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $7,594 | $3,257+133.2% | $5,011+51.5% | $2,471+207.3% |
| Participant deferral / active EE | $6,249 | $3,237+93.1% | $5,202+20.1% | $3,741+67.0% |
| Admin fee / account holder | $366 | $6,748-94.6% | $13,987-97.4% | $5,306-93.1% |