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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 | $413,297 | $98,776+318.4% | $149,745+176.0% | $79,856+417.6% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.0pp |
| Annual return | 17.81% | 27.38%-9.6pp | 276.72%-258.9pp | 31.71%-13.9pp |
| Employer contribution / active EE | $3,538 | $3,217+10.0% | $4,646-23.9% | $2,471+43.1% |
| Participant deferral / active EE | $11,688 | $5,681+105.7% | $6,843+70.8% | $3,741+212.5% |
| Admin fee / account holder | $7,371 | $6,053+21.8% | $9,312-20.8% | $5,306+38.9% |