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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 | $739,857 | $124,425+494.6% | $112,040+560.4% | $137,256+439.0% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.5%+17.3pp | 80.0%+13.8pp |
| Annual return | 19.25% | 24.72%-5.5pp | 24.52%-5.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $9,075 | $3,411+166.0% | $2,954+207.2% | $4,156+118.4% |
| Participant deferral / active EE | $21,964 | $5,718+284.1% | $5,098+330.9% | $6,407+242.8% |
| Admin fee / account holder | $57,010 | $15,207+274.9% | $12,098+371.2% | $12,270+364.6% |