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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 | $452,091 | $106,749+323.5% | $145,433+210.9% | $82,448+448.3% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 22.19% | 27.59%-5.4pp | 66.58%-44.4pp | 41.64%-19.4pp |
| Employer contribution / active EE | $15,476 | $3,444+349.3% | $4,554+239.8% | $2,551+506.7% |
| Participant deferral / active EE | $13,642 | $6,519+109.3% | $7,897+72.7% | $4,139+229.6% |
| Admin fee / account holder | $30,659 | $8,390+265.4% | $13,129+133.5% | $7,234+323.8% |