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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 | $279,813 | $98,776+183.3% | $149,745+86.9% | $79,856+250.4% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 13.21% | 27.38%-14.2pp | 276.72%-263.5pp | 31.71%-18.5pp |
| Employer contribution / active EE | $8,541 | $3,217+165.5% | $4,646+83.8% | $2,471+245.6% |
| Participant deferral / active EE | $8,597 | $5,681+51.3% | $6,843+25.6% | $3,741+129.8% |
| Admin fee / account holder | $43,882 | $6,053+625.0% | $9,312+371.3% | $5,306+727.0% |