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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 | $381,752 | $91,559+316.9% | $133,971+185.0% | $79,852+378.1% |
| Participation rate | 97.1% | 73.3%+23.7pp | 79.8%+17.2pp | 69.6%+27.4pp |
| Annual return | 11.89% | 61.85%-50.0pp | 45.09%-33.2pp | 31.72%-19.8pp |
| Employer contribution / active EE | $7,414 | $2,384+211.0% | $3,919+89.2% | $2,471+200.0% |
| Participant deferral / active EE | $6,793 | $3,734+81.9% | $5,047+34.6% | $3,740+81.6% |
| Admin fee / account holder | $41,200 | $6,321+551.8% | $8,929+361.4% | $5,306+676.4% |