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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 | $279,050 | $94,436+195.5% | $115,599+141.4% | $82,637+237.7% |
| Participation rate | 96.6% | 70.4%+26.1pp | 74.3%+22.3pp | 68.1%+28.5pp |
| Annual return | 16.02% | 18.37%-2.4pp | 111.10%-95.1pp | 53.51%-37.5pp |
| Employer contribution / active EE | $6,932 | $2,324+198.3% | $2,955+134.5% | $2,552+171.6% |
| Participant deferral / active EE | $5,239 | $3,955+32.5% | $4,889+7.2% | $4,126+27.0% |
| Admin fee / account holder | $11,362 | $10,328+10.0% | $12,841-11.5% | $7,339+54.8% |