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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 | $511,644 | $86,949+488.4% | $102,460+399.4% | $80,959+532.0% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.7%+12.3pp |
| Annual return | 19.51% | 18.89%+0.6pp | 29.47%-10.0pp | 35.67%-16.2pp |
| Employer contribution / active EE | $6,516 | $2,370+175.0% | $3,025+115.4% | $2,757+136.3% |
| Participant deferral / active EE | $9,242 | $4,121+124.3% | $5,056+82.8% | $4,300+114.9% |
| Admin fee / account holder | $20,624 | $8,048+156.3% | $9,460+118.0% | $6,925+197.8% |