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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 | $452,746 | $123,793+265.7% | $177,848+154.6% | $79,856+467.0% |
| Participation rate | 92.7% | 84.7%+8.0pp | 87.7%+5.0pp | 69.6%+23.0pp |
| Annual return | 17.03% | 22.82%-5.8pp | 48.33%-31.3pp | 31.71%-14.7pp |
| Employer contribution / active EE | $26,817 | $4,095+554.8% | $5,919+353.1% | $2,471+985.2% |
| Participant deferral / active EE | $19,276 | $5,956+223.6% | $7,714+149.9% | $3,741+415.3% |
| Admin fee / account holder | $19,487 | $7,243+169.1% | $12,431+56.8% | $5,306+267.2% |