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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 | $832,699 | $138,385+501.7% | $184,243+352.0% | $80,925+929.0% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.7pp | 67.7%+28.9pp |
| Annual return | 22.23% | 20.02%+2.2pp | 28.82%-6.6pp | 35.65%-13.4pp |
| Employer contribution / active EE | $22,575 | $4,851+365.4% | $6,427+251.3% | $2,756+719.0% |
| Participant deferral / active EE | $18,193 | $7,075+157.1% | $9,132+99.2% | $4,299+323.2% |
| Admin fee / account holder | $17,258 | $10,489+64.5% | $13,914+24.0% | $6,940+148.7% |