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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 | $535,521 | $101,795+426.1% | $165,100+224.4% | $80,959+561.5% |
| Participation rate | 97.5% | 71.8%+25.7pp | 78.6%+18.9pp | 67.7%+29.8pp |
| Annual return | 11.37% | 16.73%-5.4pp | 70.21%-58.8pp | 35.67%-24.3pp |
| Employer contribution / active EE | $9,070 | $2,954+207.1% | $4,348+108.6% | $2,757+228.9% |
| Participant deferral / active EE | $4,971 | $4,476+11.1% | $6,035-17.6% | $4,300+15.6% |
| Admin fee / account holder | $13,955 | $8,221+69.7% | $12,696+9.9% | $6,925+101.5% |