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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 | $746,076 | $81,358+817.0% | $155,556+379.6% | $80,959+821.5% |
| Participation rate | 98.4% | 66.3%+32.1pp | 78.2%+20.1pp | 67.7%+30.7pp |
| Annual return | 12.89% | 33.39%-20.5pp | 64.84%-51.9pp | 35.67%-22.8pp |
| Employer contribution / active EE | $44,069 | $3,106+1318.7% | $4,675+842.6% | $2,757+1498.4% |
| Participant deferral / active EE | $9,355 | $3,455+170.7% | $5,631+66.1% | $4,300+117.5% |
| Admin fee / account holder | $48,939 | $7,994+512.2% | $15,885+208.1% | $6,925+606.7% |