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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 | $514,010 | $106,749+381.5% | $145,433+253.4% | $82,448+523.4% |
| Participation rate | 88.1% | 75.6%+12.4pp | 82.1%+6.0pp | 68.1%+20.0pp |
| Annual return | 15.71% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $16,881 | $3,444+390.1% | $4,554+270.7% | $2,551+561.8% |
| Participant deferral / active EE | $11,584 | $6,519+77.7% | $7,897+46.7% | $4,139+179.8% |
| Admin fee / account holder | $19,767 | $8,390+135.6% | $13,129+50.6% | $7,234+173.2% |