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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 | $412,116 | $99,875+312.6% | $146,866+180.6% | $86,983+373.8% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.5%+13.2pp |
| Annual return | 14.05% | 28.10%-14.0pp | 102.85%-88.8pp | 25.83%-11.8pp |
| Employer contribution / active EE | $8,313 | $3,224+157.8% | $4,425+87.9% | $2,584+221.7% |
| Participant deferral / active EE | $7,089 | $6,322+12.1% | $7,759-8.6% | $4,194+69.0% |
| Admin fee / account holder | $29,294 | $7,838+273.8% | $13,620+115.1% | $7,856+272.9% |