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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 | $562,643 | $138,312+306.8% | $122,979+357.5% | $155,188+262.6% |
| Participation rate | 94.4% | 80.2%+14.2pp | 77.2%+17.3pp | 80.8%+13.6pp |
| Annual return | 16.09% | 22.06%-6.0pp | 20.12%-4.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $10,624 | $3,530+200.9% | $3,062+246.9% | $4,248+150.1% |
| Participant deferral / active EE | $12,218 | $5,592+118.5% | $5,003+144.2% | $6,531+87.1% |
| Admin fee / account holder | $26,106 | $15,089+73.0% | $12,864+102.9% | $14,480+80.3% |