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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 | $459,223 | $106,749+330.2% | $145,433+215.8% | $82,448+457.0% |
| Participation rate | 90.9% | 75.6%+15.3pp | 82.1%+8.8pp | 68.1%+22.8pp |
| Annual return | 16.18% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $18,269 | $3,444+430.4% | $4,554+301.1% | $2,551+616.2% |
| Participant deferral / active EE | $15,588 | $6,519+139.1% | $7,897+97.4% | $4,139+276.6% |
| Admin fee / account holder | $39,101 | $8,390+366.1% | $13,129+197.8% | $7,234+440.5% |