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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 | $551,225 | $110,240+400.0% | $96,544+471.0% | $139,487+295.2% |
| Participation rate | 93.3% | 78.1%+15.2pp | 76.0%+17.3pp | 80.3%+13.0pp |
| Annual return | 31.23% | 26.41%+4.8pp | 25.88%+5.3pp | 373.84%-342.6pp |
| Employer contribution / active EE | $7,580 | $3,622+109.3% | $2,966+155.5% | $4,755+59.4% |
| Participant deferral / active EE | $20,852 | $5,549+275.8% | $4,851+329.8% | $6,713+210.6% |
| Admin fee / account holder | $30,446 | $11,602+162.4% | $8,254+268.8% | $11,407+166.9% |