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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 | $510,865 | $87,834+481.6% | $133,975+281.3% | $62,881+712.4% |
| Participation rate | 89.8% | 83.4%+6.4pp | 87.1%+2.7pp | 69.3%+20.5pp |
| Annual return | 11.56% | 12.05%-0.5pp | 29.29%-17.7pp | 20.14%-8.6pp |
| Employer contribution / active EE | $29,157 | $3,482+737.3% | $5,211+459.5% | $2,281+1178.3% |
| Participant deferral / active EE | $10,284 | $4,812+113.7% | $6,282+63.7% | $3,203+221.1% |
| Admin fee / account holder | $73,809 | $5,372+1273.8% | $9,324+691.6% | $4,296+1618.2% |