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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 | $716,219 | $106,749+570.9% | $145,433+392.5% | $82,448+768.7% |
| Participation rate | 89.7% | 75.6%+14.0pp | 82.1%+7.5pp | 68.1%+21.6pp |
| Annual return | 15.02% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $11,657 | $3,444+238.4% | $4,554+155.9% | $2,551+357.0% |
| Participant deferral / active EE | $5,111 | $6,519-21.6% | $7,897-35.3% | $4,139+23.5% |
| Admin fee / account holder | $17,309 | $8,390+106.3% | $13,129+31.8% | $7,234+139.3% |