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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 | $382,902 | $99,994+282.9% | $146,643+161.1% | $85,847+346.0% |
| Participation rate | 90.0% | 73.1%+16.9pp | 80.1%+9.9pp | 69.3%+20.7pp |
| Annual return | 12.00% | 18.93%-6.9pp | 22.75%-10.7pp | 318.61%-306.6pp |
| Employer contribution / active EE | $4,369 | $2,559+70.7% | $4,137+5.6% | $2,565+70.3% |
| Participant deferral / active EE | $9,915 | $4,006+147.5% | $5,506+80.1% | $3,952+150.9% |
| Admin fee / account holder | $645 | $7,703-91.6% | $10,280-93.7% | $6,261-89.7% |