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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 | $360,672 | $78,690+358.3% | $161,489+123.3% | $87,485+312.3% |
| Participation rate | 92.2% | 67.5%+24.7pp | 78.7%+13.5pp | 68.9%+23.3pp |
| Annual return | 17.28% | 32.74%-15.5pp | 89.72%-72.4pp | 26.06%-8.8pp |
| Employer contribution / active EE | $14,682 | $2,588+467.3% | $4,268+244.0% | $2,596+465.5% |
| Participant deferral / active EE | $7,542 | $3,311+127.8% | $5,630+34.0% | $4,274+76.5% |
| Admin fee / account holder | $7,792 | $6,724+15.9% | $16,006-51.3% | $7,775+0.2% |