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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 | $314,467 | $87,059+261.2% | $105,608+197.8% | $80,925+288.6% |
| Participation rate | 96.9% | 70.4%+26.5pp | 75.3%+21.6pp | 67.7%+29.3pp |
| Annual return | 22.39% | 17.05%+5.3pp | 116.50%-94.1pp | 35.65%-13.3pp |
| Employer contribution / active EE | $13,493 | $2,396+463.0% | $3,167+326.0% | $2,756+389.5% |
| Participant deferral / active EE | $3,504 | $3,986-12.1% | $5,010-30.1% | $4,299-18.5% |
| Admin fee / account holder | $5,728 | $8,443-32.2% | $11,028-48.1% | $6,940-17.5% |