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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 | $266,434 | $73,988+260.1% | $96,538+176.0% | $75,177+254.4% |
| Participation rate | 87.0% | 66.4%+20.5pp | 74.3%+12.6pp | 67.2%+19.8pp |
| Annual return | 17.80% | 26.73%-8.9pp | 35.74%-17.9pp | 160.75%-143.0pp |
| Employer contribution / active EE | $12,720 | $2,930+334.1% | $3,740+240.1% | $2,671+376.2% |
| Participant deferral / active EE | $7,305 | $3,660+99.6% | $4,880+49.7% | $4,126+77.0% |
| Admin fee / account holder | $33,281 | $5,220+537.6% | $6,737+394.0% | $5,651+488.9% |