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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 | $307,238 | $102,422+200.0% | $147,117+108.8% | $80,959+279.5% |
| Participation rate | 87.1% | 75.9%+11.2pp | 82.2%+4.9pp | 67.7%+19.4pp |
| Annual return | 14.54% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $11,104 | $3,717+198.7% | $4,932+125.1% | $2,757+302.7% |
| Participant deferral / active EE | $11,026 | $6,652+65.8% | $8,065+36.7% | $4,300+156.4% |
| Admin fee / account holder | $9,063 | $7,953+13.9% | $12,993-30.2% | $6,925+30.9% |