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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 | $332,043 | $210,991+57.4% | $153,741+116.0% | $145,897+127.6% |
| Participation rate | 92.9% | 82.1%+10.7pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 23.99% | 13.46%+10.5pp | 15.71%+8.3pp | 552.29%-528.3pp |
| Employer contribution / active EE | $9,993 | $6,057+65.0% | $5,042+98.2% | $4,663+114.3% |
| Participant deferral / active EE | $5,646 | $7,979-29.2% | $6,757-16.4% | $6,689-15.6% |
| Admin fee / account holder | $27,036 | $19,490+38.7% | $12,749+112.1% | $13,390+101.9% |