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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 | $751,420 | $81,276+824.5% | $155,574+383.0% | $80,925+828.5% |
| Participation rate | 91.2% | 66.2%+24.9pp | 78.2%+13.0pp | 67.7%+23.5pp |
| Annual return | 17.22% | 33.36%-16.1pp | 64.87%-47.6pp | 35.65%-18.4pp |
| Employer contribution / active EE | $38,766 | $3,103+1149.3% | $4,676+729.1% | $2,756+1306.5% |
| Participant deferral / active EE | $9,302 | $3,453+169.4% | $5,629+65.2% | $4,299+116.4% |
| Admin fee / account holder | $79,670 | $7,993+896.7% | $15,914+400.6% | $6,940+1048.0% |