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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 | $473,311 | $138,386+242.0% | $184,260+156.9% | $80,935+484.8% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.7pp | 67.7%+28.9pp |
| Annual return | 15.68% | 20.02%-4.3pp | 28.84%-13.2pp | 35.66%-20.0pp |
| Employer contribution / active EE | $14,902 | $4,851+207.2% | $6,427+131.8% | $2,757+440.6% |
| Participant deferral / active EE | $19,480 | $7,076+175.3% | $9,133+113.3% | $4,299+353.1% |
| Admin fee / account holder | $14,829 | $10,489+41.4% | $13,898+6.7% | $6,924+114.2% |