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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 | $138,312+352.0% | $122,979+408.4% | $155,188+302.9% |
| Participation rate | 92.9% | 80.2%+12.7pp | 77.2%+15.7pp | 80.8%+12.1pp |
| Annual return | 17.08% | 22.06%-5.0pp | 20.12%-3.0pp | 148.84%-131.8pp |
| Employer contribution / active EE | $6,667 | $3,530+88.9% | $3,062+117.7% | $4,248+57.0% |
| Participant deferral / active EE | $17,781 | $5,592+217.9% | $5,003+255.4% | $6,531+172.2% |
| Admin fee / account holder | $27,697 | $15,089+83.6% | $12,864+115.3% | $14,480+91.3% |