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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 | $380,218 | $100,970+276.6% | $96,576+293.7% | $137,256+177.0% |
| Participation rate | 94.4% | 82.6%+11.8pp | 81.4%+13.0pp | 80.0%+14.5pp |
| Annual return | 17.32% | 38.16%-20.8pp | 38.47%-21.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $9,438 | $3,809+147.8% | $3,553+165.6% | $4,156+127.1% |
| Participant deferral / active EE | $9,869 | $8,286+19.1% | $7,956+24.0% | $6,407+54.0% |
| Admin fee / account holder | $34,937 | $11,312+208.9% | $11,381+207.0% | $12,270+184.7% |