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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 | $253,639 | $84,236+201.1% | $170,435+48.8% | $70,126+261.7% |
| Participation rate | 98.6% | 70.8%+27.8pp | 83.6%+15.1pp | 69.5%+29.1pp |
| Annual return | 14.07% | 23.06%-9.0pp | 205.94%-191.9pp | 73.15%-59.1pp |
| Employer contribution / active EE | $7,643 | $3,387+125.6% | $5,432+40.7% | $2,343+226.3% |
| Participant deferral / active EE | $3,632 | $3,086+17.7% | $4,939-26.5% | $3,332+9.0% |
| Admin fee / account holder | $17,090 | $5,698+199.9% | $13,881+23.1% | $4,645+267.9% |