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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 | $528,254 | $213,785+147.1% | $185,441+184.9% | $155,188+240.4% |
| Participation rate | 87.5% | 83.2%+4.3pp | 80.3%+7.2pp | 80.8%+6.7pp |
| Annual return | 13.80% | 19.97%-6.2pp | 20.16%-6.4pp | 148.84%-135.0pp |
| Employer contribution / active EE | $10,877 | $5,393+101.7% | $4,672+132.8% | $4,248+156.1% |
| Participant deferral / active EE | $10,106 | $6,864+47.2% | $6,152+64.3% | $6,531+54.7% |
| Admin fee / account holder | $24,400 | $21,134+15.5% | $17,890+36.4% | $14,480+68.5% |