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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 | $268,257 | $81,331+229.8% | $155,534+72.5% | $80,935+231.4% |
| Participation rate | 93.3% | 66.3%+27.1pp | 78.2%+15.1pp | 67.7%+25.7pp |
| Annual return | 11.53% | 33.37%-21.8pp | 64.92%-53.4pp | 35.66%-24.1pp |
| Employer contribution / active EE | $10,287 | $3,105+231.3% | $4,675+120.1% | $2,757+273.2% |
| Participant deferral / active EE | $5,999 | $3,454+73.7% | $5,630+6.5% | $4,299+39.5% |
| Admin fee / account holder | $7,113 | $7,999-11.1% | $15,900-55.3% | $6,924+2.7% |