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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 | $336,573 | $85,171+295.2% | $172,753+94.8% | $72,976+361.2% |
| Participation rate | 81.4% | 70.1%+11.4pp | 82.6%-1.2pp | 69.5%+11.9pp |
| Annual return | 26.58% | 27.32%-0.7pp | 803.00%-776.4pp | 81.02%-54.4pp |
| Employer contribution / active EE | $11,054 | $3,324+232.6% | $5,144+114.9% | $2,440+353.0% |
| Participant deferral / active EE | $10,781 | $3,260+230.7% | $5,198+107.4% | $3,608+198.8% |
| Admin fee / account holder | $19,367 | $5,880+229.4% | $13,956+38.8% | $5,124+278.0% |