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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 | $400,770 | $109,359+266.5% | $162,177+147.1% | $72,975+449.2% |
| Participation rate | 92.3% | 84.3%+8.1pp | 87.6%+4.8pp | 69.5%+22.8pp |
| Annual return | 23.45% | 25.46%-2.0pp | 115.60%-92.2pp | 81.01%-57.6pp |
| Employer contribution / active EE | $21,440 | $3,907+448.7% | $5,613+282.0% | $2,440+778.7% |
| Participant deferral / active EE | $18,272 | $5,481+233.4% | $7,297+150.4% | $3,608+406.5% |
| Admin fee / account holder | $680 | $7,972-91.5% | $10,843-93.7% | $5,124-86.7% |