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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 | $622,236 | $125,797+394.6% | $170,043+265.9% | $75,173+727.7% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.0%+9.1pp | 67.2%+29.0pp |
| Annual return | 33.58% | 27.20%+6.4pp | 53.40%-19.8pp | 160.72%-127.1pp |
| Employer contribution / active EE | $16,055 | $4,616+247.8% | $6,790+136.5% | $2,671+501.1% |
| Participant deferral / active EE | $22,658 | $6,838+231.4% | $10,410+117.7% | $4,126+449.1% |
| Admin fee / account holder | $51,545 | $8,177+530.4% | $12,824+301.9% | $5,651+812.2% |