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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 | $691,865 | $77,817+789.1% | $123,553+460.0% | $64,173+978.1% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.8pp |
| Annual return | 16.80% | 12.49%+4.3pp | 119.21%-102.4pp | 7.63%+9.2pp |
| Employer contribution / active EE | $15,049 | $3,014+399.3% | $4,628+225.2% | $2,381+532.1% |
| Participant deferral / active EE | $10,150 | $5,240+93.7% | $6,426+57.9% | $3,470+192.5% |
| Admin fee / account holder | $5,357 | $5,519-2.9% | $9,284-42.3% | $4,887+9.6% |