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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 | $459,444 | $125,797+265.2% | $170,043+170.2% | $75,173+511.2% |
| Participation rate | 90.9% | 83.6%+7.3pp | 87.0%+3.9pp | 67.2%+23.7pp |
| Annual return | 19.09% | 27.20%-8.1pp | 53.40%-34.3pp | 160.72%-141.6pp |
| Employer contribution / active EE | $8,295 | $4,616+79.7% | $6,790+22.2% | $2,671+210.6% |
| Participant deferral / active EE | $17,410 | $6,838+154.6% | $10,410+67.2% | $4,126+321.9% |
| Admin fee / account holder | $18,515 | $8,177+126.4% | $12,824+44.4% | $5,651+227.7% |