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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 | $418,109 | $47,977+771.5% | $154,114+171.3% | $56,287+642.8% |
| Participation rate | 96.8% | 66.2%+30.6pp | 83.0%+13.7pp | 69.9%+26.9pp |
| Annual return | 8.67% | 3.54%+5.1pp | 735.16%-726.5pp | -9.96%+18.6pp |
| Employer contribution / active EE | $11,142 | $2,169+413.8% | $5,298+110.3% | $2,111+427.8% |
| Participant deferral / active EE | $16,272 | $2,392+580.3% | $5,081+220.3% | $3,350+385.8% |
| Admin fee / account holder | $3,939 | $438+798.8% | $13,411-70.6% | $521+656.1% |