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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 | $285,504 | $81,457+250.5% | $103,378+176.2% | $80,911+252.9% |
| Participation rate | 93.4% | 66.8%+26.6pp | 74.5%+18.9pp | 67.6%+25.8pp |
| Annual return | 15.28% | 25.58%-10.3pp | 24.91%-9.6pp | 35.63%-20.4pp |
| Employer contribution / active EE | $14,491 | $3,107+366.3% | $3,870+274.4% | $2,756+425.8% |
| Participant deferral / active EE | $7,823 | $3,871+102.1% | $5,058+54.7% | $4,297+82.1% |
| Admin fee / account holder | $28,101 | $6,717+318.4% | $8,401+234.5% | $6,935+305.2% |