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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 | $101,778+447.8% | $164,975+237.9% | $80,925+588.9% |
| Participation rate | 88.5% | 71.8%+16.6pp | 78.6%+9.8pp | 67.7%+20.8pp |
| Annual return | 38.53% | 16.73%+21.8pp | 70.12%-31.6pp | 35.65%+2.9pp |
| Employer contribution / active EE | $16,714 | $2,954+465.8% | $4,343+284.9% | $2,756+506.4% |
| Participant deferral / active EE | $12,856 | $4,477+187.2% | $6,033+113.1% | $4,299+199.1% |
| Admin fee / account holder | $30,578 | $8,221+271.9% | $12,688+141.0% | $6,940+340.6% |