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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 | $625,194 | $136,860+356.8% | $120,344+419.5% | $154,746+304.0% |
| Participation rate | 92.9% | 79.9%+13.0pp | 76.7%+16.1pp | 80.7%+12.2pp |
| Annual return | 17.08% | 21.38%-4.3pp | 20.30%-3.2pp | 172.34%-155.3pp |
| Employer contribution / active EE | $6,667 | $3,533+88.7% | $3,020+120.8% | $4,379+52.2% |
| Participant deferral / active EE | $17,781 | $5,793+206.9% | $5,135+246.3% | $6,730+164.2% |
| Admin fee / account holder | $27,697 | $15,393+79.9% | $12,742+117.4% | $14,365+92.8% |