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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 | $554,555 | $201,370+175.4% | $184,256+201.0% | $145,897+280.1% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 13.04% | 29.05%-16.0pp | 28.85%-15.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $9,894 | $7,024+40.9% | $6,427+53.9% | $4,663+112.2% |
| Participant deferral / active EE | $4,693 | $9,808-52.1% | $9,133-48.6% | $6,689-29.8% |
| Admin fee / account holder | $17,368 | $16,364+6.1% | $13,899+25.0% | $13,390+29.7% |