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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 | $654,293 | $69,444+842.2% | $92,985+603.7% | $87,485+647.9% |
| Participation rate | 90.3% | 63.3%+27.0pp | 69.5%+20.8pp | 68.9%+21.4pp |
| Annual return | 20.29% | 23.85%-3.6pp | 27.99%-7.7pp | 26.06%-5.8pp |
| Employer contribution / active EE | $60,918 | $1,917+3077.7% | $2,662+2188.3% | $2,596+2246.4% |
| Participant deferral / active EE | $20,306 | $3,364+503.6% | $4,377+364.0% | $4,274+375.2% |
| Admin fee / account holder | $63,347 | $6,137+932.2% | $9,463+569.4% | $7,775+714.8% |