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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 | $292,836 | $66,402+341.0% | $109,907+166.4% | $85,847+241.1% |
| Participation rate | 90.3% | 63.9%+26.5pp | 74.2%+16.1pp | 69.3%+21.0pp |
| Annual return | 14.10% | 19.59%-5.5pp | 29.46%-15.4pp | 318.61%-304.5pp |
| Employer contribution / active EE | $3,667 | $1,687+117.3% | $2,844+28.9% | $2,565+42.9% |
| Participant deferral / active EE | $8,507 | $2,842+199.3% | $4,047+110.2% | $3,952+115.3% |
| Admin fee / account holder | $49,099 | $4,557+977.4% | $6,069+709.1% | $6,261+684.2% |