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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 | $501,665 | $145,431+245.0% | $211,142+137.6% | $87,485+473.4% |
| Participation rate | 96.6% | 84.7%+11.8pp | 87.3%+9.3pp | 68.9%+27.6pp |
| Annual return | 19.89% | 27.21%-7.3pp | 46.84%-26.9pp | 26.06%-6.2pp |
| Employer contribution / active EE | $35,105 | $4,662+653.1% | $6,442+444.9% | $2,596+1252.2% |
| Participant deferral / active EE | $19,771 | $6,859+188.3% | $9,284+113.0% | $4,274+362.6% |
| Admin fee / account holder | $17,589 | $17,052+3.1% | $19,076-7.8% | $7,775+126.2% |