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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 | $299,617 | $84,236+255.7% | $170,435+75.8% | $70,126+327.3% |
| Participation rate | 91.7% | 70.8%+20.8pp | 83.6%+8.1pp | 69.5%+22.1pp |
| Annual return | 19.18% | 23.06%-3.9pp | 205.94%-186.8pp | 73.15%-54.0pp |
| Employer contribution / active EE | $17,538 | $3,387+417.8% | $5,432+222.8% | $2,343+648.7% |
| Participant deferral / active EE | $14,071 | $3,086+356.0% | $4,939+184.9% | $3,332+322.3% |
| Admin fee / account holder | $8,392 | $5,698+47.3% | $13,881-39.5% | $4,645+80.6% |