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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 | $81,331+823.9% | $155,534+383.1% | $80,935+828.4% |
| Participation rate | 91.2% | 66.3%+24.9pp | 78.2%+13.0pp | 67.7%+23.5pp |
| Annual return | 17.22% | 33.37%-16.1pp | 64.92%-47.7pp | 35.66%-18.4pp |
| Employer contribution / active EE | $38,766 | $3,105+1148.6% | $4,675+729.3% | $2,757+1306.2% |
| Participant deferral / active EE | $9,302 | $3,454+169.3% | $5,630+65.2% | $4,299+116.3% |
| Admin fee / account holder | $79,670 | $7,999+896.0% | $15,900+401.1% | $6,924+1050.6% |