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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 | $485,795 | $180,576+169.0% | $147,080+230.3% | - |
| Participation rate | 97.0% | 77.3%+19.7pp | 82.2%+14.8pp | - |
| Annual return | 13.93% | 11.77%+2.2pp | 420.17%-406.2pp | - |
| Employer contribution / active EE | $9,339 | $3,313+181.9% | $4,933+89.3% | - |
| Participant deferral / active EE | $15,918 | $6,942+129.3% | $8,066+97.3% | - |
| Admin fee / account holder | $32,987 | $27,717+19.0% | $12,989+154.0% | - |