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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 | $290,814 | $87,841+231.1% | $133,981+117.1% | $62,891+362.4% |
| Participation rate | 90.6% | 83.4%+7.2pp | 87.1%+3.6pp | 69.3%+21.3pp |
| Annual return | 7.21% | 12.05%-4.8pp | 29.30%-22.1pp | 20.14%-12.9pp |
| Employer contribution / active EE | $23,280 | $3,483+568.4% | $5,211+346.7% | $2,281+920.6% |
| Participant deferral / active EE | $14,520 | $4,812+201.7% | $6,282+131.1% | $3,203+353.3% |
| Admin fee / account holder | $23,552 | $5,371+338.5% | $9,324+152.6% | $4,296+448.3% |