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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 | $259,458 | $77,638+234.2% | $156,551+65.7% | $62,881+312.6% |
| Participation rate | 87.1% | 71.2%+15.9pp | 84.0%+3.1pp | 69.3%+17.8pp |
| Annual return | 8.37% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $14,306 | $3,444+315.4% | $5,501+160.1% | $2,281+527.2% |
| Participant deferral / active EE | $13,101 | $3,046+330.2% | $4,871+168.9% | $3,203+309.0% |
| Admin fee / account holder | $28,545 | $5,561+413.3% | $13,028+119.1% | $4,296+564.5% |