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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 | $533,150 | $93,617+469.5% | $135,982+292.1% | $75,177+609.2% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 17.48% | 30.89%-13.4pp | 68.32%-50.8pp | 160.75%-143.3pp |
| Employer contribution / active EE | $16,839 | $3,538+375.9% | $4,859+246.6% | $2,671+530.4% |
| Participant deferral / active EE | $17,886 | $6,406+179.2% | $7,760+130.5% | $4,126+333.4% |
| Admin fee / account holder | $36,339 | $6,980+420.7% | $10,767+237.5% | $5,651+543.0% |