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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 | $357,481 | $65,367+446.9% | $92,915+284.7% | $72,976+389.9% |
| Participation rate | 94.0% | 68.3%+25.7pp | 76.0%+18.0pp | 69.5%+24.5pp |
| Annual return | 22.57% | 42.11%-19.5pp | 109.45%-86.9pp | 81.02%-58.4pp |
| Employer contribution / active EE | $13,222 | $2,594+409.8% | $3,653+261.9% | $2,440+441.9% |
| Participant deferral / active EE | $9,628 | $3,128+207.8% | $4,238+127.2% | $3,608+166.9% |
| Admin fee / account holder | $11,729 | $4,251+175.9% | $5,796+102.4% | $5,124+128.9% |