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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 | $106,864+385.2% | $147,318+251.9% | $82,637+527.4% |
| Participation rate | 95.3% | 75.5%+19.8pp | 82.1%+13.3pp | 68.1%+27.3pp |
| Annual return | 17.93% | 27.49%-9.6pp | 70.43%-52.5pp | 53.51%-35.6pp |
| Employer contribution / active EE | $17,365 | $3,417+408.3% | $4,593+278.1% | $2,552+580.4% |
| Participant deferral / active EE | $9,527 | $6,496+46.7% | $7,906+20.5% | $4,126+130.9% |
| Admin fee / account holder | $63,052 | $8,415+649.3% | $13,708+360.0% | $7,339+759.2% |