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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 | $124,425+402.5% | $112,040+458.0% | $137,256+355.5% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 17.08% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $6,667 | $3,411+95.4% | $2,954+125.7% | $4,156+60.4% |
| Participant deferral / active EE | $17,781 | $5,718+210.9% | $5,098+248.8% | $6,407+177.5% |
| Admin fee / account holder | $27,697 | $15,207+82.1% | $12,098+128.9% | $12,270+125.7% |