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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 | $536,746 | $106,749+402.8% | $145,433+269.1% | $82,448+551.0% |
| Participation rate | 93.0% | 75.6%+17.3pp | 82.1%+10.9pp | 68.1%+24.9pp |
| Annual return | 14.80% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $14,093 | $3,444+309.2% | $4,554+209.4% | $2,551+452.5% |
| Participant deferral / active EE | $12,426 | $6,519+90.6% | $7,897+57.3% | $4,139+200.2% |
| Admin fee / account holder | $13,842 | $8,390+65.0% | $13,129+5.4% | $7,234+91.3% |