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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 | $557,523 | $101,795+447.7% | $165,100+237.7% | $80,959+588.6% |
| Participation rate | 88.5% | 71.8%+16.6pp | 78.6%+9.8pp | 67.7%+20.8pp |
| Annual return | 38.53% | 16.73%+21.8pp | 70.21%-31.7pp | 35.67%+2.9pp |
| Employer contribution / active EE | $16,714 | $2,954+465.9% | $4,348+284.4% | $2,757+506.2% |
| Participant deferral / active EE | $12,856 | $4,476+187.2% | $6,035+113.0% | $4,300+199.0% |
| Admin fee / account holder | $30,578 | $8,221+271.9% | $12,696+140.9% | $6,925+341.5% |