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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 | $261,412 | $93,598+179.3% | $135,974+92.3% | $75,173+247.7% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 17.36% | 30.89%-13.5pp | 68.30%-50.9pp | 160.72%-143.4pp |
| Employer contribution / active EE | $10,514 | $3,538+197.2% | $4,859+116.4% | $2,671+293.6% |
| Participant deferral / active EE | $7,679 | $6,405+19.9% | $7,760-1.0% | $4,126+86.1% |
| Admin fee / account holder | $2,014 | $6,978-71.1% | $10,767-81.3% | $5,651-64.4% |