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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 | $477,958 | $99,875+378.6% | $146,866+225.4% | $86,983+449.5% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.5%+8.1pp | 69.5%+21.0pp |
| Annual return | 14.81% | 28.10%-13.3pp | 102.85%-88.0pp | 25.83%-11.0pp |
| Employer contribution / active EE | $17,366 | $3,224+438.6% | $4,425+292.5% | $2,584+571.9% |
| Participant deferral / active EE | $10,509 | $6,322+66.2% | $7,759+35.4% | $4,194+150.6% |
| Admin fee / account holder | $9,838 | $7,838+25.5% | $13,620-27.8% | $7,856+25.2% |