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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 | $291,973 | $72,404+303.3% | $110,243+164.8% | $64,173+355.0% |
| Participation rate | 89.1% | 73.3%+15.8pp | 79.8%+9.3pp | 69.6%+19.5pp |
| Annual return | 10.66% | -6.29%+16.9pp | 314.76%-304.1pp | 7.63%+3.0pp |
| Employer contribution / active EE | $7,375 | $2,282+223.2% | $3,827+92.7% | $2,381+209.7% |
| Participant deferral / active EE | $5,371 | $3,469+54.8% | $4,672+15.0% | $3,470+54.8% |
| Admin fee / account holder | $15,468 | $5,664+173.1% | $8,548+81.0% | $4,887+216.5% |