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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 | $258,270 | $91,559+182.1% | $133,978+92.8% | $79,856+223.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.37% | 61.85%-46.5pp | 45.10%-29.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $7,516 | $2,384+215.3% | $3,919+91.8% | $2,471+204.1% |
| Participant deferral / active EE | $4,181 | $3,734+12.0% | $5,047-17.2% | $3,741+11.8% |
| Admin fee / account holder | $2,542 | $6,321-59.8% | $8,930-71.5% | $5,306-52.1% |