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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 | $277,697 | $67,602+310.8% | $82,312+237.4% | $70,126+296.0% |
| Participation rate | 90.8% | 72.8%+18.0pp | 76.9%+13.9pp | 69.5%+21.2pp |
| Annual return | 21.52% | 21.57%-0.1pp | 25.88%-4.4pp | 73.15%-51.6pp |
| Employer contribution / active EE | $3,250 | $1,755+85.2% | $2,428+33.8% | $2,343+38.7% |
| Participant deferral / active EE | $6,952 | $2,987+132.7% | $3,706+87.6% | $3,332+108.7% |
| Admin fee / account holder | $49,783 | $4,512+1003.5% | $5,608+787.8% | $4,645+971.7% |