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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 | $528,892 | $123,793+327.2% | $177,827+197.4% | $79,858+562.3% |
| Participation rate | 91.3% | 84.7%+6.6pp | 87.7%+3.6pp | 69.6%+21.7pp |
| Annual return | 19.72% | 22.82%-3.1pp | 48.32%-28.6pp | 31.72%-12.0pp |
| Employer contribution / active EE | $18,121 | $4,095+342.5% | $5,918+206.2% | $2,471+633.4% |
| Participant deferral / active EE | $20,244 | $5,956+239.9% | $7,713+162.5% | $3,740+441.3% |
| Admin fee / account holder | $41,636 | $7,243+474.9% | $12,429+235.0% | $5,306+684.7% |