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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 | $279,733 | $84,236+232.1% | $170,435+64.1% | $70,126+298.9% |
| Participation rate | 84.4% | 70.8%+13.5pp | 83.6%+0.8pp | 69.5%+14.8pp |
| Annual return | 14.73% | 23.06%-8.3pp | 205.94%-191.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $18,065 | $3,387+433.3% | $5,432+232.6% | $2,343+671.2% |
| Participant deferral / active EE | $11,301 | $3,086+266.2% | $4,939+128.8% | $3,332+239.2% |
| Admin fee / account holder | $2,067 | $5,698-63.7% | $13,881-85.1% | $4,645-55.5% |