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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 | $145,431+449.0% | $211,142+278.1% | $87,485+812.6% |
| Participation rate | 92.5% | 84.7%+7.8pp | 87.3%+5.2pp | 68.9%+23.6pp |
| Annual return | 19.96% | 27.21%-7.2pp | 46.84%-26.9pp | 26.06%-6.1pp |
| Employer contribution / active EE | $10,611 | $4,662+127.6% | $6,442+64.7% | $2,596+308.7% |
| Participant deferral / active EE | $13,644 | $6,859+98.9% | $9,284+47.0% | $4,274+219.3% |
| Admin fee / account holder | $13,477 | $17,052-21.0% | $19,076-29.3% | $7,775+73.3% |