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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 | $819,186 | $125,797+551.2% | $170,043+381.8% | $75,173+989.7% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.0%+9.0pp | 67.2%+28.8pp |
| Annual return | 18.14% | 27.20%-9.1pp | 53.40%-35.3pp | 160.72%-142.6pp |
| Employer contribution / active EE | $8,370 | $4,616+81.3% | $6,790+23.3% | $2,671+213.4% |
| Participant deferral / active EE | $23,058 | $6,838+237.2% | $10,410+121.5% | $4,126+458.8% |
| Admin fee / account holder | $69,775 | $8,177+753.4% | $12,824+444.1% | $5,651+1134.8% |