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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 | $271,313 | $79,867+239.7% | $120,344+125.4% | $64,340+321.7% |
| Participation rate | 82.1% | 63.0%+19.1pp | 76.7%+5.3pp | 55.2%+26.8pp |
| Annual return | 25.38% | 21.10%+4.3pp | 20.30%+5.1pp | 24.14%+1.2pp |
| Employer contribution / active EE | $8,066 | $1,925+319.1% | $3,020+167.1% | $1,862+333.3% |
| Participant deferral / active EE | $9,934 | $3,593+176.5% | $5,135+93.5% | $2,980+233.3% |
| Admin fee / account holder | $141,789 | $5,039+2713.7% | $12,742+1012.8% | $3,703+3729.5% |