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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 | $87,132+260.9% | $105,624+197.7% | $80,959+288.4% |
| Participation rate | 96.9% | 70.4%+26.5pp | 75.3%+21.7pp | 67.7%+29.3pp |
| Annual return | 22.39% | 17.03%+5.4pp | 116.20%-93.8pp | 35.67%-13.3pp |
| Employer contribution / active EE | $13,493 | $2,397+462.9% | $3,168+326.0% | $2,757+389.4% |
| Participant deferral / active EE | $3,504 | $3,985-12.1% | $5,013-30.1% | $4,300-18.5% |
| Admin fee / account holder | $5,728 | $8,449-32.2% | $10,961-47.7% | $6,925-17.3% |