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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 | $336,702 | $84,236+299.7% | $170,435+97.6% | $70,126+380.1% |
| Participation rate | 96.2% | 70.8%+25.3pp | 83.6%+12.6pp | 69.5%+26.6pp |
| Annual return | 17.51% | 23.06%-5.6pp | 205.94%-188.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $17,958 | $3,387+430.2% | $5,432+230.6% | $2,343+666.6% |
| Participant deferral / active EE | $8,518 | $3,086+176.0% | $4,939+72.4% | $3,332+155.7% |
| Admin fee / account holder | $734 | $5,698-87.1% | $13,881-94.7% | $4,645-84.2% |