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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 | $349,616 | $54,573+540.6% | $90,970+284.3% | $73,493+375.7% |
| Participation rate | 87.1% | 61.2%+26.0pp | 69.0%+18.1pp | 70.7%+16.4pp |
| Annual return | 32.78% | 16.69%+16.1pp | 134.58%-101.8pp | 28.51%+4.3pp |
| Employer contribution / active EE | $6,274 | $991+532.8% | $2,122+195.6% | $2,270+176.4% |
| Participant deferral / active EE | $10,282 | $2,517+308.5% | $3,373+204.8% | $3,740+174.9% |
| Admin fee / account holder | $4,532 | $521+769.1% | $5,960-24.0% | $513+783.3% |