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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 | $519,383 | $201,370+157.9% | $184,256+181.9% | $145,897+256.0% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 32.47% | 29.05%+3.4pp | 28.85%+3.6pp | 552.29%-519.8pp |
| Employer contribution / active EE | $14,774 | $7,024+110.3% | $6,427+129.9% | $4,663+216.9% |
| Participant deferral / active EE | $15,627 | $9,808+59.3% | $9,133+71.1% | $6,689+133.6% |
| Admin fee / account holder | $22,503 | $16,364+37.5% | $13,899+61.9% | $13,390+68.1% |