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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 | $266,160 | $95,406+179.0% | $185,849+43.2% | $85,847+210.0% |
| Participation rate | 80.0% | 68.8%+11.2pp | 81.7%-1.7pp | 69.3%+10.7pp |
| Annual return | 30.96% | 23.59%+7.4pp | 122.10%-91.1pp | 318.61%-287.6pp |
| Employer contribution / active EE | $6,196 | $3,314+87.0% | $5,169+19.9% | $2,565+141.5% |
| Participant deferral / active EE | $5,832 | $3,424+70.4% | $5,569+4.7% | $3,952+47.6% |
| Admin fee / account holder | $197,735 | $7,214+2640.9% | $16,244+1117.3% | $6,261+3058.4% |