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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 | $322,577 | $145,431+121.8% | $211,142+52.8% | $87,485+268.7% |
| Participation rate | 95.1% | 84.7%+10.4pp | 87.3%+7.8pp | 68.9%+26.2pp |
| Annual return | 19.51% | 27.21%-7.7pp | 46.84%-27.3pp | 26.06%-6.6pp |
| Employer contribution / active EE | $11,985 | $4,662+157.1% | $6,442+86.0% | $2,596+361.6% |
| Participant deferral / active EE | $9,485 | $6,859+38.3% | $9,284+2.2% | $4,274+121.9% |
| Admin fee / account holder | $1,129 | $17,052-93.4% | $19,076-94.1% | $7,775-85.5% |