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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 | $392,599 | $93,598+319.5% | $135,974+188.7% | $75,173+422.3% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 18.99% | 30.89%-11.9pp | 68.30%-49.3pp | 160.72%-141.7pp |
| Employer contribution / active EE | $8,851 | $3,538+150.2% | $4,859+82.2% | $2,671+231.4% |
| Participant deferral / active EE | $10,542 | $6,405+64.6% | $7,760+35.8% | $4,126+155.5% |
| Admin fee / account holder | $11,302 | $6,978+62.0% | $10,767+5.0% | $5,651+100.0% |