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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 | $378,179 | $77,634+387.1% | $156,551+141.6% | $62,891+501.3% |
| Participation rate | 86.7% | 71.2%+15.5pp | 84.0%+2.7pp | 69.3%+17.4pp |
| Annual return | 10.03% | 50.32%-40.3pp | 32.23%-22.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $16,102 | $3,444+367.6% | $5,501+192.7% | $2,281+606.0% |
| Participant deferral / active EE | $11,061 | $3,045+263.2% | $4,871+127.1% | $3,203+245.3% |
| Admin fee / account holder | $2,474 | $5,561-55.5% | $13,028-81.0% | $4,296-42.4% |