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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 | $479,014 | $72,273+562.8% | $101,275+373.0% | $79,856+499.8% |
| Participation rate | 92.9% | 68.5%+24.4pp | 75.8%+17.0pp | 69.6%+23.2pp |
| Annual return | 14.52% | 22.30%-7.8pp | 46.48%-32.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $12,236 | $2,691+354.7% | $3,660+234.3% | $2,471+395.1% |
| Participant deferral / active EE | $3,567 | $3,282+8.7% | $4,371-18.4% | $3,741-4.6% |
| Admin fee / account holder | $12,621 | $4,401+186.8% | $5,948+112.2% | $5,306+137.9% |