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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 | $798,375 | $146,267+445.8% | $197,124+305.0% | $82,448+868.3% |
| Participation rate | 92.5% | 84.0%+8.5pp | 86.7%+5.8pp | 68.1%+24.5pp |
| Annual return | 19.96% | 29.61%-9.6pp | 44.34%-24.4pp | 41.64%-21.7pp |
| Employer contribution / active EE | $10,611 | $4,723+124.6% | $6,227+70.4% | $2,551+315.9% |
| Participant deferral / active EE | $13,644 | $7,035+94.0% | $9,135+49.4% | $4,139+229.6% |
| Admin fee / account holder | $13,477 | $14,422-6.5% | $16,298-17.3% | $7,234+86.3% |