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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 | $516,432 | $254,759+102.7% | $216,567+138.5% | $198,609+160.0% |
| Participation rate | 95.7% | 84.5%+11.1pp | 81.6%+14.0pp | 82.4%+13.3pp |
| Annual return | 33.09% | 10.04%+23.0pp | 12.94%+20.1pp | 202.70%-169.6pp |
| Employer contribution / active EE | $6,864 | $6,096+12.6% | $5,216+31.6% | $5,055+35.8% |
| Participant deferral / active EE | $8,751 | $6,948+26.0% | $6,191+41.4% | $6,977+25.4% |
| Admin fee / account holder | $1,426 | $26,311-94.6% | $21,981-93.5% | $19,030-92.5% |