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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 | $402,431 | $93,617+329.9% | $135,982+195.9% | $75,177+435.3% |
| Participation rate | 93.0% | 75.2%+17.8pp | 81.9%+11.1pp | 67.2%+25.8pp |
| Annual return | 18.53% | 30.89%-12.4pp | 68.32%-49.8pp | 160.75%-142.2pp |
| Employer contribution / active EE | $4,185 | $3,538+18.3% | $4,859-13.9% | $2,671+56.7% |
| Participant deferral / active EE | $13,187 | $6,406+105.9% | $7,760+69.9% | $4,126+219.6% |
| Admin fee / account holder | $16,819 | $6,980+141.0% | $10,767+56.2% | $5,651+197.6% |