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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 | $257,753 | $70,002+268.2% | $115,038+124.1% | $52,331+392.5% |
| Participation rate | 94.5% | 72.1%+22.4pp | 81.4%+13.2pp | 68.1%+26.4pp |
| Annual return | 18.10% | 4.04%+14.1pp | 26.14%-8.0pp | 4.54%+13.6pp |
| Employer contribution / active EE | $12,126 | $2,715+346.6% | $4,608+163.2% | $1,882+544.4% |
| Participant deferral / active EE | $10,347 | $4,920+110.3% | $6,026+71.7% | $3,022+242.4% |
| Admin fee / account holder | $9,163 | $566+1518.8% | $8,175+12.1% | $592+1448.9% |