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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 | $329,502 | $106,864+208.3% | $147,318+123.7% | $82,637+298.7% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.1%+13.2pp | 68.1%+27.2pp |
| Annual return | 17.61% | 27.49%-9.9pp | 70.43%-52.8pp | 53.51%-35.9pp |
| Employer contribution / active EE | $13,697 | $3,417+300.9% | $4,593+198.2% | $2,552+436.7% |
| Participant deferral / active EE | $8,385 | $6,496+29.1% | $7,906+6.0% | $4,126+103.2% |
| Admin fee / account holder | $59,845 | $8,415+611.2% | $13,708+336.6% | $7,339+715.5% |