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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 | $106,864+381.0% | $147,318+248.9% | $82,637+522.0% |
| Participation rate | 88.1% | 75.5%+12.6pp | 82.1%+6.0pp | 68.1%+20.0pp |
| Annual return | 15.71% | 27.49%-11.8pp | 70.43%-54.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $16,881 | $3,417+394.1% | $4,593+267.6% | $2,552+561.5% |
| Participant deferral / active EE | $11,584 | $6,496+78.3% | $7,906+46.5% | $4,126+180.7% |
| Admin fee / account holder | $19,767 | $8,415+134.9% | $13,708+44.2% | $7,339+169.3% |