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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 | $733,554 | $93,598+683.7% | $135,974+439.5% | $75,173+875.8% |
| Participation rate | 92.7% | 75.2%+17.5pp | 81.9%+10.8pp | 67.2%+25.5pp |
| Annual return | 19.14% | 30.89%-11.7pp | 68.30%-49.2pp | 160.72%-141.6pp |
| Employer contribution / active EE | $10,176 | $3,538+187.6% | $4,859+109.4% | $2,671+281.0% |
| Participant deferral / active EE | $12,029 | $6,405+87.8% | $7,760+55.0% | $4,126+191.5% |
| Admin fee / account holder | $2,205 | $6,978-68.4% | $10,767-79.5% | $5,651-61.0% |