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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 | $201,344+158.0% | $184,243+181.9% | $145,877+256.0% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 32.47% | 29.01%+3.5pp | 28.82%+3.7pp | 551.28%-518.8pp |
| Employer contribution / active EE | $14,774 | $7,022+110.4% | $6,427+129.9% | $4,663+216.8% |
| Participant deferral / active EE | $15,627 | $9,807+59.3% | $9,132+71.1% | $6,691+133.6% |
| Admin fee / account holder | $22,503 | $16,382+37.4% | $13,914+61.7% | $13,402+67.9% |