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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 | $435,678 | $75,541+476.7% | $152,093+186.5% | $82,637+427.2% |
| Participation rate | 92.9% | 66.5%+26.3pp | 77.8%+15.1pp | 68.1%+24.8pp |
| Annual return | 19.99% | 32.56%-12.6pp | 66.36%-46.4pp | 53.51%-33.5pp |
| Employer contribution / active EE | $15,201 | $2,622+479.7% | $4,175+264.1% | $2,552+495.6% |
| Participant deferral / active EE | $14,721 | $3,206+359.2% | $5,451+170.0% | $4,126+256.8% |
| Admin fee / account holder | $17,576 | $6,405+174.4% | $14,497+21.2% | $7,339+139.5% |