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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 | $282,565 | $407,956-30.7% | $299,830-5.8% | $198,609+42.3% |
| Participation rate | 90.0% | 83.3%+6.7pp | 78.5%+11.5pp | 82.4%+7.6pp |
| Annual return | 12.46% | 6.66%+5.8pp | 10.58%+1.9pp | 202.70%-190.2pp |
| Employer contribution / active EE | $14,071 | $7,661+83.7% | $5,842+140.9% | $5,055+178.3% |
| Participant deferral / active EE | $19,759 | $8,628+129.0% | $7,038+180.8% | $6,977+183.2% |
| Admin fee / account holder | $121,153 | $73,031+65.9% | $50,982+137.6% | $19,030+536.6% |