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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 | $332,782 | $79,955+316.2% | $98,461+238.0% | $75,173+342.7% |
| Participation rate | 92.6% | 70.4%+22.2pp | 75.2%+17.4pp | 67.2%+25.4pp |
| Annual return | 19.52% | 19.75%-0.2pp | 21.17%-1.7pp | 160.72%-141.2pp |
| Employer contribution / active EE | $10,545 | $2,264+365.7% | $3,049+245.9% | $2,671+294.8% |
| Participant deferral / active EE | $11,813 | $3,752+214.8% | $4,738+149.3% | $4,126+186.3% |
| Admin fee / account holder | $608 | $6,841-91.1% | $8,961-93.2% | $5,651-89.2% |