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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 | $687,143 | $275,752+149.2% | $256,809+167.6% | $198,609+246.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 24.03% | 34.81%-10.8pp | 32.73%-8.7pp | 202.70%-178.7pp |
| Employer contribution / active EE | $11,823 | $7,721+53.1% | $7,263+62.8% | $5,055+133.9% |
| Participant deferral / active EE | $33,225 | $10,037+231.0% | $9,520+249.0% | $6,977+376.2% |
| Admin fee / account holder | $4,543 | $25,716-82.3% | $25,146-81.9% | $19,030-76.1% |