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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 | $262,880 | $88,672+196.5% | $105,223+149.8% | $82,448+218.8% |
| Participation rate | 92.1% | 67.9%+24.2pp | 75.0%+17.1pp | 68.1%+24.0pp |
| Annual return | 12.94% | 30.86%-17.9pp | 180.65%-167.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $8,502 | $3,048+178.9% | $3,689+130.5% | $2,551+233.3% |
| Participant deferral / active EE | $7,507 | $4,036+86.0% | $5,072+48.0% | $4,139+81.4% |
| Admin fee / account holder | $85,270 | $7,146+1093.3% | $8,859+862.6% | $7,234+1078.7% |