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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 | $453,365 | $89,370+407.3% | $141,197+221.1% | $72,976+521.3% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 24.91% | 111.88%-87.0pp | 71.41%-46.5pp | 81.02%-56.1pp |
| Employer contribution / active EE | $10,887 | $3,115+249.5% | $4,736+129.9% | $2,440+346.2% |
| Participant deferral / active EE | $6,171 | $5,419+13.9% | $6,710-8.0% | $3,608+71.1% |
| Admin fee / account holder | $4,288 | $5,957-28.0% | $10,265-58.2% | $5,124-16.3% |