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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 | $293,022 | $93,598+213.1% | $135,974+115.5% | $75,173+289.8% |
| Participation rate | 91.5% | 75.2%+16.3pp | 81.9%+9.6pp | 67.2%+24.3pp |
| Annual return | 15.58% | 30.89%-15.3pp | 68.30%-52.7pp | 160.72%-145.1pp |
| Employer contribution / active EE | $6,830 | $3,538+93.0% | $4,859+40.6% | $2,671+155.7% |
| Participant deferral / active EE | $14,431 | $6,405+125.3% | $7,760+86.0% | $4,126+249.7% |
| Admin fee / account holder | $10,772 | $6,978+54.4% | $10,7670% | $5,651+90.6% |