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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 | $631,123 | $106,749+491.2% | $145,433+334.0% | $82,448+665.5% |
| Participation rate | 97.9% | 75.6%+22.3pp | 82.1%+15.8pp | 68.1%+29.8pp |
| Annual return | 16.33% | 27.59%-11.3pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $10,788 | $3,444+213.2% | $4,554+136.9% | $2,551+322.9% |
| Participant deferral / active EE | $17,874 | $6,519+174.2% | $7,897+126.3% | $4,139+331.8% |
| Admin fee / account holder | $20,235 | $8,390+141.2% | $13,129+54.1% | $7,234+179.7% |