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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 | $399,286 | $109,359+265.1% | $162,177+146.2% | $72,975+447.2% |
| Participation rate | 97.4% | 84.3%+13.2pp | 87.6%+9.9pp | 69.5%+27.9pp |
| Annual return | 30.15% | 25.46%+4.7pp | 115.60%-85.5pp | 81.01%-50.9pp |
| Employer contribution / active EE | $22,150 | $3,907+466.9% | $5,613+294.6% | $2,440+807.7% |
| Participant deferral / active EE | $13,359 | $5,481+143.7% | $7,297+83.1% | $3,608+270.3% |
| Admin fee / account holder | $7,250 | $7,972-9.1% | $10,843-33.1% | $5,124+41.5% |