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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 | $428,498 | $84,236+408.7% | $170,435+151.4% | $70,126+511.0% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 19.24% | 23.06%-3.8pp | 205.94%-186.7pp | 73.15%-53.9pp |
| Employer contribution / active EE | $16,900 | $3,387+399.0% | $5,432+211.1% | $2,343+621.5% |
| Participant deferral / active EE | $9,689 | $3,086+214.0% | $4,939+96.1% | $3,332+190.8% |
| Admin fee / account holder | $5,828 | $5,698+2.3% | $13,881-58.0% | $4,645+25.5% |