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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 | $277,263 | $98,982+180.1% | $162,177+71.0% | $65,185+325.3% |
| Participation rate | 86.7% | 85.8%+0.9pp | 87.6%-0.9pp | 70.2%+16.5pp |
| Annual return | 25.59% | 24.84%+0.7pp | 115.60%-90.0pp | 29.38%-3.8pp |
| Employer contribution / active EE | $9,704 | $3,467+179.9% | $5,613+72.9% | $2,177+345.8% |
| Participant deferral / active EE | $15,408 | $5,384+186.2% | $7,297+111.2% | $3,514+338.5% |
| Admin fee / account holder | $9,853 | $596+1552.1% | $10,843-9.1% | $847+1063.0% |