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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 | $266,050 | $89,370+197.7% | $141,197+88.4% | $72,976+264.6% |
| Participation rate | 95.9% | 75.1%+20.8pp | 82.5%+13.4pp | 69.5%+26.4pp |
| Annual return | 21.97% | 111.88%-89.9pp | 71.41%-49.4pp | 81.02%-59.0pp |
| Employer contribution / active EE | $7,588 | $3,115+143.6% | $4,736+60.2% | $2,440+211.0% |
| Participant deferral / active EE | $7,350 | $5,419+35.6% | $6,710+9.5% | $3,608+103.7% |
| Admin fee / account holder | $19,332 | $5,957+224.5% | $10,265+88.3% | $5,124+277.3% |