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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 | $114,712+411.1% | $173,730+237.4% | $87,485+570.1% |
| Participation rate | 92.5% | 73.0%+19.5pp | 79.6%+12.9pp | 68.9%+23.6pp |
| Annual return | 26.86% | 20.18%+6.7pp | 19.96%+6.9pp | 26.06%+0.8pp |
| Employer contribution / active EE | $13,225 | $2,904+355.4% | $4,577+188.9% | $2,596+409.4% |
| Participant deferral / active EE | $8,160 | $4,642+75.8% | $6,326+29.0% | $4,274+90.9% |
| Admin fee / account holder | $29,547 | $10,210+189.4% | $17,523+68.6% | $7,775+280.0% |