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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 | $252,473 | $91,198+176.8% | $178,503+41.4% | $79,856+216.2% |
| Participation rate | 84.0% | 69.2%+14.7pp | 81.9%+2.0pp | 69.6%+14.3pp |
| Annual return | 22.27% | 24.20%-1.9pp | 151.12%-128.9pp | 31.71%-9.4pp |
| Employer contribution / active EE | $8,321 | $3,257+155.5% | $5,011+66.0% | $2,471+236.7% |
| Participant deferral / active EE | $5,723 | $3,237+76.8% | $5,202+10.0% | $3,741+53.0% |
| Admin fee / account holder | $7,887 | $6,748+16.9% | $13,987-43.6% | $5,306+48.6% |