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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 | $145,431+438.7% | $211,142+271.0% | $87,485+795.5% |
| Participation rate | 94.9% | 84.7%+10.1pp | 87.3%+7.6pp | 68.9%+25.9pp |
| Annual return | 18.78% | 27.21%-8.4pp | 46.84%-28.1pp | 26.06%-7.3pp |
| Employer contribution / active EE | $17,846 | $4,662+282.8% | $6,442+177.0% | $2,596+587.4% |
| Participant deferral / active EE | $13,584 | $6,859+98.1% | $9,284+46.3% | $4,274+217.9% |
| Admin fee / account holder | $21,460 | $17,052+25.9% | $19,076+12.5% | $7,775+176.0% |