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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 | $262,043 | $93,598+180.0% | $135,974+92.7% | $75,173+248.6% |
| Participation rate | 98.1% | 75.2%+22.9pp | 81.9%+16.2pp | 67.2%+30.9pp |
| Annual return | 20.42% | 30.89%-10.5pp | 68.30%-47.9pp | 160.72%-140.3pp |
| Employer contribution / active EE | $11,525 | $3,538+225.8% | $4,859+137.2% | $2,671+331.5% |
| Participant deferral / active EE | $13,301 | $6,405+107.7% | $7,760+71.4% | $4,126+222.4% |
| Admin fee / account holder | $9,420 | $6,978+35.0% | $10,767-12.5% | $5,651+66.7% |