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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 | $352,011 | $77,920+351.8% | $149,723+135.1% | $75,177+368.2% |
| Participation rate | 90.7% | 65.6%+25.1pp | 78.8%+11.9pp | 67.2%+23.5pp |
| Annual return | 14.65% | 31.72%-17.1pp | 134.50%-119.9pp | 160.75%-146.1pp |
| Employer contribution / active EE | $3,624 | $3,138+15.5% | $4,821-24.8% | $2,671+35.7% |
| Participant deferral / active EE | $5,594 | $3,411+64.0% | $5,682-1.6% | $4,126+35.6% |
| Admin fee / account holder | $31,551 | $5,951+430.2% | $13,215+138.8% | $5,651+458.3% |