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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 | $272,030 | $93,589+190.7% | $135,942+100.1% | $75,181+261.8% |
| Participation rate | 95.7% | 75.2%+20.5pp | 81.9%+13.7pp | 67.2%+28.5pp |
| Annual return | 19.76% | 30.90%-11.1pp | 68.28%-48.5pp | 160.69%-140.9pp |
| Employer contribution / active EE | $11,951 | $3,537+237.9% | $4,858+146.0% | $2,671+347.5% |
| Participant deferral / active EE | $8,340 | $6,405+30.2% | $7,759+7.5% | $4,126+102.1% |
| Admin fee / account holder | $17,942 | $6,977+157.1% | $10,764+66.7% | $5,650+217.6% |