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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 | $263,972 | $89,364+195.4% | $141,177+87.0% | $72,983+261.7% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 20.84% | 111.86%-91.0pp | 71.40%-50.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $8,006 | $3,115+157.0% | $4,736+69.1% | $2,440+228.1% |
| Participant deferral / active EE | $11,557 | $5,419+113.3% | $6,710+72.2% | $3,608+220.4% |
| Admin fee / account holder | $13,226 | $5,959+122.0% | $10,263+28.9% | $5,124+158.1% |