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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 | $251,995 | $89,370+182.0% | $141,197+78.5% | $72,976+245.3% |
| Participation rate | 92.2% | 75.1%+17.0pp | 82.5%+9.7pp | 69.5%+22.7pp |
| Annual return | 21.24% | 111.88%-90.6pp | 71.41%-50.2pp | 81.02%-59.8pp |
| Employer contribution / active EE | $10,615 | $3,115+240.8% | $4,736+124.1% | $2,440+335.0% |
| Participant deferral / active EE | $7,432 | $5,419+37.1% | $6,710+10.8% | $3,608+106.0% |
| Admin fee / account holder | $14,432 | $5,957+142.3% | $10,265+40.6% | $5,124+181.6% |