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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 | $285,349 | $65,364+336.6% | $92,909+207.1% | $72,975+291.0% |
| Participation rate | 88.2% | 68.3%+19.9pp | 76.0%+12.2pp | 69.5%+18.7pp |
| Annual return | 17.80% | 42.11%-24.3pp | 109.44%-91.6pp | 81.01%-63.2pp |
| Employer contribution / active EE | $10,360 | $2,594+299.3% | $3,653+183.6% | $2,440+324.6% |
| Participant deferral / active EE | $8,042 | $3,128+157.1% | $4,238+89.8% | $3,608+122.9% |
| Admin fee / account holder | $7,693 | $4,251+81.0% | $5,795+32.8% | $5,124+50.1% |