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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 | $373,055 | $109,359+241.1% | $162,185+130.0% | $72,976+411.2% |
| Participation rate | 90.8% | 84.3%+6.5pp | 87.6%+3.2pp | 69.5%+21.3pp |
| Annual return | 23.93% | 25.46%-1.5pp | 115.61%-91.7pp | 81.02%-57.1pp |
| Employer contribution / active EE | $19,099 | $3,907+388.8% | $5,613+240.3% | $2,440+682.7% |
| Participant deferral / active EE | $14,384 | $5,481+162.4% | $7,297+97.1% | $3,608+298.7% |
| Admin fee / account holder | $33,206 | $7,972+316.6% | $10,844+206.2% | $5,124+548.0% |