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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 | $940,723 | $201,372+367.2% | $184,260+410.5% | $145,884+544.8% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 17.22% | 29.04%-11.8pp | 28.84%-11.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $9,103 | $7,024+29.6% | $6,427+41.6% | $4,662+95.2% |
| Participant deferral / active EE | $10,910 | $9,808+11.2% | $9,133+19.5% | $6,690+63.1% |
| Admin fee / account holder | $22,641 | $16,362+38.4% | $13,898+62.9% | $13,392+69.1% |