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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 | $425,005 | $77,638+447.4% | $156,551+171.5% | $62,881+575.9% |
| Participation rate | 97.0% | 71.2%+25.8pp | 84.0%+13.0pp | 69.3%+27.7pp |
| Annual return | 9.07% | 50.33%-41.3pp | 32.23%-23.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $16,724 | $3,444+385.6% | $5,501+204.0% | $2,281+633.2% |
| Participant deferral / active EE | $9,014 | $3,046+196.0% | $4,871+85.0% | $3,203+181.4% |
| Admin fee / account holder | $4,062 | $5,561-27.0% | $13,028-68.8% | $4,296-5.4% |