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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 | $504,374 | $102,385+392.6% | $147,080+242.9% | $80,935+523.2% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 17.90% | 135.09%-117.2pp | 420.17%-402.3pp | 35.66%-17.8pp |
| Employer contribution / active EE | $3,019 | $3,717-18.8% | $4,933-38.8% | $2,757+9.5% |
| Participant deferral / active EE | $11,723 | $6,651+76.3% | $8,066+45.3% | $4,299+172.7% |
| Admin fee / account holder | $8,459 | $7,951+6.4% | $12,989-34.9% | $6,924+22.2% |