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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 | $586,248 | $123,478+374.8% | $216,567+170.7% | $94,015+523.6% |
| Participation rate | 92.5% | 75.1%+17.4pp | 81.6%+10.9pp | 70.8%+21.7pp |
| Annual return | 26.86% | 23.61%+3.3pp | 12.94%+13.9pp | 17.84%+9.0pp |
| Employer contribution / active EE | $13,225 | $3,136+321.8% | $5,216+153.6% | $2,790+374.0% |
| Participant deferral / active EE | $8,160 | $4,556+79.1% | $6,191+31.8% | $4,249+92.0% |
| Admin fee / account holder | $29,547 | $12,753+131.7% | $21,981+34.4% | $8,951+230.1% |