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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 | $330,962 | $75,541+338.1% | $152,093+117.6% | $82,637+300.5% |
| Participation rate | 96.2% | 66.5%+29.7pp | 77.8%+18.5pp | 68.1%+28.2pp |
| Annual return | 20.18% | 32.56%-12.4pp | 66.36%-46.2pp | 53.51%-33.3pp |
| Employer contribution / active EE | $7,842 | $2,622+199.1% | $4,175+87.9% | $2,552+207.3% |
| Participant deferral / active EE | $7,641 | $3,206+138.4% | $5,451+40.2% | $4,126+85.2% |
| Admin fee / account holder | $20,600 | $6,405+221.6% | $14,497+42.1% | $7,339+180.7% |