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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 | $339,021 | $106,749+217.6% | $145,433+133.1% | $82,448+311.2% |
| Participation rate | 79.4% | 75.6%+3.8pp | 82.1%-2.7pp | 68.1%+11.3pp |
| Annual return | 14.49% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $15,770 | $3,444+357.8% | $4,554+246.3% | $2,551+518.2% |
| Participant deferral / active EE | $9,591 | $6,519+47.1% | $7,897+21.4% | $4,139+131.7% |
| Admin fee / account holder | $84,306 | $8,390+904.9% | $13,129+542.1% | $7,234+1065.4% |