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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 | $278,968 | $89,370+212.1% | $141,197+97.6% | $72,976+282.3% |
| Participation rate | 82.7% | 75.1%+7.5pp | 82.5%+0.2pp | 69.5%+13.2pp |
| Annual return | 20.25% | 111.88%-91.6pp | 71.41%-51.2pp | 81.02%-60.8pp |
| Employer contribution / active EE | $4,727 | $3,115+51.8% | $4,736-0.2% | $2,440+93.7% |
| Participant deferral / active EE | $9,933 | $5,419+83.3% | $6,710+48.0% | $3,608+175.3% |
| Admin fee / account holder | $20,794 | $5,957+249.1% | $10,265+102.6% | $5,124+305.8% |