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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 | $474,894 | $137,414+245.6% | $189,537+150.6% | $85,847+453.2% |
| Participation rate | 93.9% | 84.6%+9.3pp | 87.8%+6.1pp | 69.3%+24.6pp |
| Annual return | 18.40% | 38.14%-19.7pp | 555.34%-536.9pp | 318.61%-300.2pp |
| Employer contribution / active EE | $9,324 | $4,344+114.6% | $6,161+51.3% | $2,565+263.5% |
| Participant deferral / active EE | $30,157 | $6,260+381.8% | $8,220+266.9% | $3,952+663.1% |
| Admin fee / account holder | $9,676 | $8,630+12.1% | $12,048-19.7% | $6,261+54.6% |