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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 | $328,625 | $77,638+323.3% | $156,551+109.9% | $62,881+422.6% |
| Participation rate | 95.8% | 71.2%+24.6pp | 84.0%+11.8pp | 69.3%+26.5pp |
| Annual return | 14.61% | 50.33%-35.7pp | 32.23%-17.6pp | 20.14%-5.5pp |
| Employer contribution / active EE | $19,086 | $3,444+454.2% | $5,501+246.9% | $2,281+736.8% |
| Participant deferral / active EE | $13,076 | $3,046+329.4% | $4,871+168.4% | $3,203+308.2% |
| Admin fee / account holder | $8,045 | $5,561+44.7% | $13,028-38.2% | $4,296+87.3% |