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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 | $375,418 | $87,834+327.4% | $133,975+180.2% | $62,881+497.0% |
| Participation rate | 98.7% | 83.4%+15.3pp | 87.1%+11.6pp | 69.3%+29.4pp |
| Annual return | 7.22% | 12.05%-4.8pp | 29.29%-22.1pp | 20.14%-12.9pp |
| Employer contribution / active EE | $13,697 | $3,482+293.3% | $5,211+162.9% | $2,281+500.5% |
| Participant deferral / active EE | $11,610 | $4,812+141.3% | $6,282+84.8% | $3,203+262.5% |
| Admin fee / account holder | $19,171 | $5,372+256.8% | $9,324+105.6% | $4,296+346.3% |