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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 | $309,420 | $86,050+259.6% | $189,758+63.1% | $94,015+229.1% |
| Participation rate | 96.0% | 68.9%+27.1pp | 79.8%+16.2pp | 70.8%+25.2pp |
| Annual return | 15.89% | 17.77%-1.9pp | 52.62%-36.7pp | 17.84%-2.0pp |
| Employer contribution / active EE | $10,179 | $2,819+261.0% | $4,767+113.5% | $2,790+264.8% |
| Participant deferral / active EE | $8,390 | $3,349+150.6% | $5,856+43.3% | $4,249+97.4% |
| Admin fee / account holder | $9,025 | $6,627+36.2% | $20,388-55.7% | $8,951+0.8% |