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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 | $504,756 | $108,825+363.8% | $156,181+223.2% | $82,448+512.2% |
| Participation rate | 91.3% | 72.4%+18.9pp | 78.8%+12.5pp | 68.1%+23.2pp |
| Annual return | 13.60% | 20.59%-7.0pp | 64.87%-51.3pp | 41.64%-28.0pp |
| Employer contribution / active EE | $10,734 | $2,870+274.0% | $4,294+150.0% | $2,551+320.8% |
| Participant deferral / active EE | $10,784 | $4,577+135.6% | $6,132+75.9% | $4,139+160.5% |
| Admin fee / account holder | $23,558 | $9,341+152.2% | $14,586+61.5% | $7,234+225.6% |