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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 | $563,620 | $132,820+324.3% | $386,303+45.9% | $132,820+324.3% |
| Participation rate | 95.7% | 74.3%+21.4pp | 87.7%+7.9pp | 74.3%+21.4pp |
| Annual return | 23.64% | 14.82%+8.8pp | 210.04%-186.4pp | 14.82%+8.8pp |
| Employer contribution / active EE | $18,599 | $4,144+348.8% | $10,842+71.5% | $4,144+348.8% |
| Participant deferral / active EE | $11,751 | $3,980+195.2% | $9,137+28.6% | $3,980+195.2% |
| Admin fee / account holder | $7,921 | $11,722-32.4% | $19,920-60.2% | $11,722-32.4% |