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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 | $302,844 | $76,551+295.6% | $123,894+144.4% | $62,881+381.6% |
| Participation rate | 79.1% | 73.0%+6.1pp | 81.4%-2.3pp | 69.3%+9.8pp |
| Annual return | 9.46% | 18.68%-9.2pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $11,724 | $2,882+306.8% | $4,617+154.0% | $2,281+414.0% |
| Participant deferral / active EE | $10,593 | $4,840+118.9% | $5,984+77.0% | $3,203+230.7% |
| Admin fee / account holder | $70,357 | $4,826+1357.9% | $8,357+741.9% | $4,296+1537.8% |