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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 | $325,246 | $93,598+247.5% | $135,974+139.2% | $75,173+332.7% |
| Participation rate | 91.2% | 75.2%+16.0pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | 24.03% | 30.89%-6.9pp | 68.30%-44.3pp | 160.72%-136.7pp |
| Employer contribution / active EE | $16,883 | $3,538+377.2% | $4,859+247.5% | $2,671+532.1% |
| Participant deferral / active EE | $9,077 | $6,405+41.7% | $7,760+17.0% | $4,126+120.0% |
| Admin fee / account holder | $39,982 | $6,978+473.0% | $10,767+271.4% | $5,651+607.6% |