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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 | $629,555 | $105,284+498.0% | $150,734+317.7% | $94,015+569.6% |
| Participation rate | 92.1% | 71.7%+20.4pp | 78.4%+13.7pp | 70.8%+21.3pp |
| Annual return | 17.22% | 15.67%+1.5pp | 600.81%-583.6pp | 17.84%-0.6pp |
| Employer contribution / active EE | $10,668 | $3,599+196.5% | $4,918+116.9% | $2,790+282.4% |
| Participant deferral / active EE | $18,299 | $4,274+328.2% | $5,610+226.2% | $4,249+330.6% |
| Admin fee / account holder | $68,309 | $9,839+594.3% | $14,905+358.3% | $8,951+663.1% |