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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 | $299,783 | $76,642+291.1% | $146,866+104.1% | $65,306+359.0% |
| Participation rate | 90.8% | 61.2%+29.6pp | 82.5%+8.3pp | 57.7%+33.2pp |
| Annual return | 16.44% | 33.40%-17.0pp | 102.85%-86.4pp | 21.94%-5.5pp |
| Employer contribution / active EE | $11,198 | $2,621+327.3% | $4,425+153.1% | $1,967+469.2% |
| Participant deferral / active EE | $7,859 | $4,864+61.6% | $7,759+1.3% | $2,959+165.6% |
| Admin fee / account holder | $28,591 | $3,960+621.9% | $13,620+109.9% | $3,480+721.6% |