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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 | $326,610 | $84,236+287.7% | $170,435+91.6% | $70,126+365.7% |
| Participation rate | 92.9% | 70.8%+22.0pp | 83.6%+9.3pp | 69.5%+23.3pp |
| Annual return | 13.38% | 23.06%-9.7pp | 205.94%-192.6pp | 73.15%-59.8pp |
| Employer contribution / active EE | $9,610 | $3,387+183.7% | $5,432+76.9% | $2,343+310.2% |
| Participant deferral / active EE | $17,153 | $3,086+455.9% | $4,939+247.3% | $3,332+414.8% |
| Admin fee / account holder | $16,794 | $5,698+194.7% | $13,881+21.0% | $4,645+261.5% |