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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 | $290,372 | $70,684+310.8% | $169,390+71.4% | $75,173+286.3% |
| Participation rate | 96.3% | 64.8%+31.5pp | 77.2%+19.1pp | 67.2%+29.1pp |
| Annual return | 15.97% | 36.38%-20.4pp | 406.07%-390.1pp | 160.72%-144.8pp |
| Employer contribution / active EE | $5,027 | $2,211+127.4% | $4,013+25.3% | $2,671+88.2% |
| Participant deferral / active EE | $15,129 | $4,310+251.0% | $6,222+143.1% | $4,126+266.6% |
| Admin fee / account holder | $1,234 | $5,404-77.2% | $9,015-86.3% | $5,651-78.2% |