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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 | $293,829 | $81,331+261.3% | $155,534+88.9% | $80,935+263.0% |
| Participation rate | 92.3% | 66.3%+26.1pp | 78.2%+14.1pp | 67.7%+24.6pp |
| Annual return | 11.65% | 33.37%-21.7pp | 64.92%-53.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $29,181 | $3,105+839.9% | $4,675+524.2% | $2,757+958.6% |
| Participant deferral / active EE | $11,736 | $3,454+239.8% | $5,630+108.4% | $4,299+173.0% |
| Admin fee / account holder | $92,028 | $7,999+1050.5% | $15,900+478.8% | $6,924+1229.0% |