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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 | $378,436 | $106,864+254.1% | $147,318+156.9% | $82,637+357.9% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 15.13% | 27.49%-12.4pp | 70.43%-55.3pp | 53.51%-38.4pp |
| Employer contribution / active EE | $9,872 | $3,417+189.0% | $4,593+114.9% | $2,552+286.8% |
| Participant deferral / active EE | $13,384 | $6,496+106.1% | $7,906+69.3% | $4,126+224.4% |
| Admin fee / account holder | $13,568 | $8,415+61.2% | $13,708-1.0% | $7,339+84.9% |