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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 | $689,270 | $106,749+545.7% | $145,433+373.9% | $82,448+736.0% |
| Participation rate | 96.9% | 75.6%+21.2pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 22.98% | 27.59%-4.6pp | 66.58%-43.6pp | 41.64%-18.7pp |
| Employer contribution / active EE | $21,863 | $3,444+534.7% | $4,554+380.0% | $2,551+757.1% |
| Participant deferral / active EE | $16,189 | $6,519+148.4% | $7,897+105.0% | $4,139+291.1% |
| Admin fee / account holder | $13,107 | $8,390+56.2% | $13,129-0.2% | $7,234+81.2% |