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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 | $372,887 | $87,834+324.5% | $133,975+178.3% | $62,881+493.0% |
| Participation rate | 96.0% | 83.4%+12.6pp | 87.1%+8.9pp | 69.3%+26.7pp |
| Annual return | 7.18% | 12.05%-4.9pp | 29.29%-22.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $28,924 | $3,482+730.6% | $5,211+455.0% | $2,281+1168.1% |
| Participant deferral / active EE | $14,588 | $4,812+203.2% | $6,282+132.2% | $3,203+355.5% |
| Admin fee / account holder | $12,484 | $5,372+132.4% | $9,324+33.9% | $4,296+190.6% |