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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 | $575,543 | $146,267+293.5% | $197,124+192.0% | $82,448+598.1% |
| Participation rate | 98.9% | 84.0%+14.9pp | 86.7%+12.2pp | 68.1%+30.9pp |
| Annual return | 25.96% | 29.61%-3.7pp | 44.34%-18.4pp | 41.64%-15.7pp |
| Employer contribution / active EE | $17,139 | $4,723+262.9% | $6,227+175.2% | $2,551+571.9% |
| Participant deferral / active EE | $23,303 | $7,035+231.3% | $9,135+155.1% | $4,139+463.0% |
| Admin fee / account holder | $54,468 | $14,422+277.7% | $16,298+234.2% | $7,234+652.9% |