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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 | $327,843 | $108,825+201.3% | $156,181+109.9% | $82,448+297.6% |
| Participation rate | 97.4% | 72.4%+25.0pp | 78.8%+18.5pp | 68.1%+29.3pp |
| Annual return | 15.18% | 20.59%-5.4pp | 64.87%-49.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $8,270 | $2,870+188.2% | $4,294+92.6% | $2,551+224.2% |
| Participant deferral / active EE | $6,866 | $4,577+50.0% | $6,132+12.0% | $4,139+65.9% |
| Admin fee / account holder | $37,789 | $9,341+304.6% | $14,586+159.1% | $7,234+422.3% |