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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 | $349,624 | $57,119+512.1% | $85,187+310.4% | $80,935+332.0% |
| Participation rate | 93.1% | 56.4%+36.7pp | 67.5%+25.6pp | 67.7%+25.4pp |
| Annual return | 16.17% | 21.70%-5.5pp | 66.67%-50.5pp | 35.66%-19.5pp |
| Employer contribution / active EE | $6,748 | $1,802+274.6% | $2,732+147.0% | $2,757+144.8% |
| Participant deferral / active EE | $17,465 | $3,115+460.7% | $4,525+286.0% | $4,299+306.2% |
| Admin fee / account holder | $20,838 | $4,990+317.6% | $6,162+238.2% | $6,924+200.9% |