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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 | $515,984 | $96,731+433.4% | $123,973+316.2% | $86,983+493.2% |
| Participation rate | 90.9% | 70.0%+20.9pp | 76.7%+14.3pp | 69.5%+21.4pp |
| Annual return | 16.95% | 17.33%-0.4pp | 388.13%-371.2pp | 25.83%-8.9pp |
| Employer contribution / active EE | $5,188 | $3,297+57.4% | $4,126+25.7% | $2,584+100.7% |
| Participant deferral / active EE | $8,806 | $4,152+112.1% | $5,247+67.8% | $4,194+110.0% |
| Admin fee / account holder | $9,442 | $8,722+8.3% | $11,799-20.0% | $7,856+20.2% |