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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 | $250,243 | $77,920+221.2% | $149,723+67.1% | $75,177+232.9% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 21.96% | 31.72%-9.8pp | 134.50%-112.5pp | 160.75%-138.8pp |
| Employer contribution / active EE | $8,603 | $3,138+174.1% | $4,821+78.4% | $2,671+222.1% |
| Participant deferral / active EE | $6,580 | $3,411+92.9% | $5,682+15.8% | $4,126+59.5% |
| Admin fee / account holder | $695 | $5,951-88.3% | $13,215-94.7% | $5,651-87.7% |