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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 | $525,166 | $125,797+317.5% | $170,043+208.8% | $75,173+598.6% |
| Participation rate | 89.1% | 83.6%+5.5pp | 87.0%+2.1pp | 67.2%+21.9pp |
| Annual return | 19.54% | 27.20%-7.7pp | 53.40%-33.9pp | 160.72%-141.2pp |
| Employer contribution / active EE | $29,773 | $4,616+545.0% | $6,790+338.5% | $2,671+1014.7% |
| Participant deferral / active EE | $20,539 | $6,838+200.4% | $10,410+97.3% | $4,126+397.8% |
| Admin fee / account holder | $27,537 | $8,177+236.8% | $12,824+114.7% | $5,651+387.3% |