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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 | $107,421+378.5% | $182,262+182.0% | $94,015+446.7% |
| Participation rate | 88.1% | 77.8%+10.3pp | 84.2%+3.9pp | 70.8%+17.3pp |
| Annual return | 15.71% | 21.32%-5.6pp | 140.60%-124.9pp | 17.84%-2.1pp |
| Employer contribution / active EE | $16,881 | $3,448+389.6% | $5,046+234.6% | $2,790+505.0% |
| Participant deferral / active EE | $11,584 | $6,558+76.6% | $8,276+40.0% | $4,249+172.6% |
| Admin fee / account holder | $19,767 | $8,692+127.4% | $16,712+18.3% | $8,951+120.8% |