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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 | $570,894 | $143,969+296.5% | $199,883+185.6% | $82,637+590.8% |
| Participation rate | 93.5% | 84.1%+9.4pp | 86.8%+6.8pp | 68.1%+25.5pp |
| Annual return | 16.49% | 25.67%-9.2pp | 43.81%-27.3pp | 53.51%-37.0pp |
| Employer contribution / active EE | $12,266 | $4,632+164.8% | $6,261+95.9% | $2,552+380.6% |
| Participant deferral / active EE | $20,066 | $6,937+189.3% | $9,138+119.6% | $4,126+386.3% |
| Admin fee / account holder | $3,008 | $14,597-79.4% | $17,268-82.6% | $7,339-59.0% |