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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 | $523,803 | $77,638+574.7% | $156,551+234.6% | $62,881+733.0% |
| Participation rate | 96.6% | 71.2%+25.4pp | 84.0%+12.5pp | 69.3%+27.2pp |
| Annual return | 9.65% | 50.33%-40.7pp | 32.23%-22.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $14,897 | $3,444+332.6% | $5,501+170.8% | $2,281+553.1% |
| Participant deferral / active EE | $15,685 | $3,046+415.0% | $4,871+222.0% | $3,203+389.7% |
| Admin fee / account holder | $910 | $5,561-83.6% | $13,028-93.0% | $4,296-78.8% |