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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 | $280,005 | $94,436+196.5% | $115,599+142.2% | $82,637+238.8% |
| Participation rate | 93.5% | 70.4%+23.1pp | 74.3%+19.3pp | 68.1%+25.5pp |
| Annual return | 14.82% | 18.37%-3.6pp | 111.10%-96.3pp | 53.51%-38.7pp |
| Employer contribution / active EE | $6,169 | $2,324+165.5% | $2,955+108.7% | $2,552+141.7% |
| Participant deferral / active EE | $10,763 | $3,955+172.2% | $4,889+120.1% | $4,126+160.9% |
| Admin fee / account holder | $15,962 | $10,328+54.6% | $12,841+24.3% | $7,339+117.5% |