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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 | $687,113 | $138,386+396.5% | $184,260+272.9% | $80,935+749.0% |
| Participation rate | 89.4% | 83.9%+5.5pp | 86.8%+2.6pp | 67.7%+21.7pp |
| Annual return | 37.93% | 20.02%+17.9pp | 28.84%+9.1pp | 35.66%+2.3pp |
| Employer contribution / active EE | $8,663 | $4,851+78.6% | $6,427+34.8% | $2,757+214.2% |
| Participant deferral / active EE | $12,992 | $7,076+83.6% | $9,133+42.3% | $4,299+202.2% |
| Admin fee / account holder | $11,421 | $10,489+8.9% | $13,898-17.8% | $6,924+64.9% |