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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 | $783,398 | $146,267+435.6% | $197,124+297.4% | $82,448+850.2% |
| Participation rate | 94.9% | 84.0%+10.9pp | 86.7%+8.2pp | 68.1%+26.8pp |
| Annual return | 18.78% | 29.61%-10.8pp | 44.34%-25.6pp | 41.64%-22.9pp |
| Employer contribution / active EE | $17,846 | $4,723+277.8% | $6,227+186.6% | $2,551+599.6% |
| Participant deferral / active EE | $13,584 | $7,035+93.1% | $9,135+48.7% | $4,139+228.2% |
| Admin fee / account holder | $21,460 | $14,422+48.8% | $16,298+31.7% | $7,234+196.6% |