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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 | $540,365 | $136,860+294.8% | $120,344+349.0% | $154,746+249.2% |
| Participation rate | 90.0% | 79.9%+10.1pp | 76.7%+13.3pp | 80.7%+9.3pp |
| Annual return | 14.48% | 21.38%-6.9pp | 20.30%-5.8pp | 172.34%-157.9pp |
| Employer contribution / active EE | $9,293 | $3,533+163.0% | $3,020+207.7% | $4,379+112.2% |
| Participant deferral / active EE | $7,327 | $5,793+26.5% | $5,135+42.7% | $6,730+8.9% |
| Admin fee / account holder | $56,195 | $15,393+265.1% | $12,742+341.0% | $14,365+291.2% |