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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 | $490,477 | $125,797+289.9% | $170,043+188.4% | $75,173+552.5% |
| Participation rate | 93.7% | 83.6%+10.1pp | 87.0%+6.6pp | 67.2%+26.4pp |
| Annual return | 23.64% | 27.20%-3.6pp | 53.40%-29.8pp | 160.72%-137.1pp |
| Employer contribution / active EE | $8,952 | $4,616+93.9% | $6,790+31.8% | $2,671+235.2% |
| Participant deferral / active EE | $10,550 | $6,838+54.3% | $10,410+1.3% | $4,126+155.7% |
| Admin fee / account holder | $8,993 | $8,177+10.0% | $12,824-29.9% | $5,651+59.2% |