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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 | $115,931+405.7% | $185,441+216.1% | $86,983+574.0% |
| Participation rate | 92.5% | 73.6%+18.9pp | 80.3%+12.2pp | 69.5%+23.0pp |
| Annual return | 26.86% | 21.47%+5.4pp | 20.16%+6.7pp | 25.83%+1.0pp |
| Employer contribution / active EE | $13,225 | $2,937+350.3% | $4,672+183.1% | $2,584+411.7% |
| Participant deferral / active EE | $8,160 | $4,551+79.3% | $6,152+32.6% | $4,194+94.6% |
| Admin fee / account holder | $29,547 | $10,687+176.5% | $17,890+65.2% | $7,856+276.1% |