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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 | $585,004 | $81,504+617.8% | $102,437+471.1% | $80,959+622.6% |
| Participation rate | 92.9% | 66.9%+26.0pp | 74.5%+18.3pp | 67.7%+25.2pp |
| Annual return | 19.88% | 25.60%-5.7pp | 24.95%-5.1pp | 35.67%-15.8pp |
| Employer contribution / active EE | $6,589 | $3,104+112.3% | $3,871+70.2% | $2,757+139.0% |
| Participant deferral / active EE | $8,367 | $3,871+116.2% | $5,060+65.4% | $4,300+94.6% |
| Admin fee / account holder | $2,206 | $6,719-67.2% | $8,388-73.7% | $6,925-68.1% |