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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 | $567,285 | $122,063+364.7% | $184,256+207.9% | $74,478+661.7% |
| Participation rate | 90.1% | 85.5%+4.6pp | 86.8%+3.3pp | 67.2%+22.9pp |
| Annual return | 21.10% | 19.92%+1.2pp | 28.85%-7.7pp | 1370.56%-1349.5pp |
| Employer contribution / active EE | $28,782 | $4,539+534.1% | $6,427+347.8% | $2,626+995.9% |
| Participant deferral / active EE | $16,186 | $7,144+126.6% | $9,133+77.2% | $4,350+272.1% |
| Admin fee / account holder | $19,116 | $1,253+1426.0% | $13,899+37.5% | $1,946+882.4% |