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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 | $371,274 | $72,492+412.2% | $87,104+326.2% | $72,975+408.8% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 22.32% | 24.46%-2.1pp | 28.19%-5.9pp | 81.01%-58.7pp |
| Employer contribution / active EE | $6,602 | $1,894+248.6% | $2,521+161.9% | $2,440+170.6% |
| Participant deferral / active EE | $9,499 | $3,270+190.5% | $4,048+134.6% | $3,608+163.3% |
| Admin fee / account holder | $15,779 | $5,055+212.2% | $7,491+110.6% | $5,124+207.9% |