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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 | $518,472 | $106,749+385.7% | $145,433+256.5% | $82,448+528.8% |
| Participation rate | 95.3% | 75.6%+19.7pp | 82.1%+13.2pp | 68.1%+27.3pp |
| Annual return | 17.93% | 27.59%-9.7pp | 66.58%-48.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $17,365 | $3,444+404.1% | $4,554+281.3% | $2,551+580.7% |
| Participant deferral / active EE | $9,527 | $6,519+46.2% | $7,897+20.6% | $4,139+130.2% |
| Admin fee / account holder | $63,052 | $8,390+651.5% | $13,129+380.2% | $7,234+771.6% |