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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 | $339,108 | $106,864+217.3% | $147,318+130.2% | $82,637+310.4% |
| Participation rate | 90.0% | 75.5%+14.5pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 16.69% | 27.49%-10.8pp | 70.43%-53.7pp | 53.51%-36.8pp |
| Employer contribution / active EE | $8,016 | $3,417+134.6% | $4,593+74.5% | $2,552+214.1% |
| Participant deferral / active EE | $10,905 | $6,496+67.9% | $7,906+37.9% | $4,126+164.3% |
| Admin fee / account holder | $6,501 | $8,415-22.7% | $13,708-52.6% | $7,339-11.4% |