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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 | $433,730 | $93,617+363.3% | $135,982+219.0% | $75,177+476.9% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 17.19% | 30.89%-13.7pp | 68.32%-51.1pp | 160.75%-143.6pp |
| Employer contribution / active EE | $9,304 | $3,538+163.0% | $4,859+91.5% | $2,671+248.3% |
| Participant deferral / active EE | $11,905 | $6,406+85.8% | $7,760+53.4% | $4,126+188.5% |
| Admin fee / account holder | $11,883 | $6,980+70.3% | $10,767+10.4% | $5,651+110.3% |