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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 | $524,271 | $254,759+105.8% | $216,567+142.1% | $198,609+164.0% |
| Participation rate | 93.8% | 84.5%+9.2pp | 81.6%+12.1pp | 82.4%+11.4pp |
| Annual return | 17.63% | 10.04%+7.6pp | 12.94%+4.7pp | 202.70%-185.1pp |
| Employer contribution / active EE | $17,634 | $6,096+189.2% | $5,216+238.1% | $5,055+248.8% |
| Participant deferral / active EE | $11,908 | $6,948+71.4% | $6,191+92.4% | $6,977+70.7% |
| Admin fee / account holder | $3,203 | $26,311-87.8% | $21,981-85.4% | $19,030-83.2% |