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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 | $474,287 | $132,634+257.6% | $115,768+309.7% | $137,256+245.5% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.4%+21.3pp | 80.0%+15.7pp |
| Annual return | 12.11% | 160.70%-148.6pp | 100.46%-88.3pp | 220.34%-208.2pp |
| Employer contribution / active EE | $11,798 | $3,360+251.2% | $2,940+301.3% | $4,156+183.9% |
| Participant deferral / active EE | $5,760 | $5,619+2.5% | $4,917+17.1% | $6,407-10.1% |
| Admin fee / account holder | $13,244 | $15,028-11.9% | $12,439+6.5% | $12,270+7.9% |