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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 | $81,446+618.3% | $103,374+465.9% | $80,874+623.4% |
| Participation rate | 92.9% | 66.9%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 19.88% | 25.57%-5.7pp | 24.89%-5.0pp | 35.62%-15.7pp |
| Employer contribution / active EE | $6,589 | $3,107+112.1% | $3,869+70.3% | $2,756+139.1% |
| Participant deferral / active EE | $8,367 | $3,870+116.2% | $5,058+65.4% | $4,297+94.7% |
| Admin fee / account holder | $2,206 | $6,715-67.1% | $8,394-73.7% | $6,935-68.2% |