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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 | $122,042+364.8% | $184,243+207.9% | $74,429+662.2% |
| Participation rate | 90.1% | 85.5%+4.6pp | 86.8%+3.3pp | 67.2%+22.9pp |
| Annual return | 21.10% | 19.91%+1.2pp | 28.82%-7.7pp | 1368.38%-1347.3pp |
| Employer contribution / active EE | $28,782 | $4,538+534.3% | $6,427+347.8% | $2,625+996.5% |
| Participant deferral / active EE | $16,186 | $7,143+126.6% | $9,132+77.2% | $4,348+272.2% |
| Admin fee / account holder | $19,116 | $1,252+1426.6% | $13,914+37.4% | $1,944+883.2% |