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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 | $292,297 | $86,050+239.7% | $189,758+54.0% | $94,015+210.9% |
| Participation rate | 96.7% | 68.9%+27.8pp | 79.8%+16.9pp | 70.8%+25.8pp |
| Annual return | 17.53% | 17.77%-0.2pp | 52.62%-35.1pp | 17.84%-0.3pp |
| Employer contribution / active EE | $11,135 | $2,819+295.0% | $4,767+133.6% | $2,790+299.1% |
| Participant deferral / active EE | $6,486 | $3,349+93.7% | $5,856+10.8% | $4,249+52.6% |
| Admin fee / account holder | $37,716 | $6,627+469.2% | $20,388+85.0% | $8,951+321.4% |