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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 | $441,796 | $93,598+372.0% | $135,974+224.9% | $75,173+487.7% |
| Participation rate | 87.8% | 75.2%+12.6pp | 81.9%+5.9pp | 67.2%+20.6pp |
| Annual return | 23.12% | 30.89%-7.8pp | 68.30%-45.2pp | 160.72%-137.6pp |
| Employer contribution / active EE | $18,284 | $3,538+416.8% | $4,859+276.3% | $2,671+584.5% |
| Participant deferral / active EE | $13,788 | $6,405+115.3% | $7,760+77.7% | $4,126+234.2% |
| Admin fee / account holder | $4,322 | $6,978-38.1% | $10,767-59.9% | $5,651-23.5% |