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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 | $313,468 | $68,573+357.1% | $120,368+160.4% | $80,874+287.6% |
| Participation rate | 96.0% | 61.6%+34.4pp | 71.9%+24.1pp | 67.6%+28.4pp |
| Annual return | 17.86% | 23.61%-5.7pp | 107.26%-89.4pp | 35.62%-17.8pp |
| Employer contribution / active EE | $5,420 | $2,052+164.2% | $3,465+56.4% | $2,756+96.7% |
| Participant deferral / active EE | $13,477 | $3,174+324.6% | $4,991+170.0% | $4,297+213.6% |
| Admin fee / account holder | $12,211 | $5,734+113.0% | $9,429+29.5% | $6,935+76.1% |