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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 | $826,278 | $145,431+468.2% | $211,142+291.3% | $87,485+844.5% |
| Participation rate | 94.4% | 84.7%+9.7pp | 87.3%+7.2pp | 68.9%+25.5pp |
| Annual return | 29.60% | 27.21%+2.4pp | 46.84%-17.2pp | 26.06%+3.5pp |
| Employer contribution / active EE | $16,775 | $4,662+259.8% | $6,442+160.4% | $2,596+546.1% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $24,836 | $17,052+45.6% | $19,076+30.2% | $7,775+219.4% |