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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 | $502,272 | $81,276+518.0% | $155,574+222.9% | $80,925+520.7% |
| Participation rate | 96.6% | 66.2%+30.3pp | 78.2%+18.3pp | 67.7%+28.9pp |
| Annual return | 18.61% | 33.36%-14.8pp | 64.87%-46.3pp | 35.65%-17.0pp |
| Employer contribution / active EE | $30,726 | $3,103+890.2% | $4,676+557.1% | $2,756+1014.8% |
| Participant deferral / active EE | $13,690 | $3,453+296.5% | $5,629+143.2% | $4,299+218.5% |
| Admin fee / account holder | $30,906 | $7,993+286.6% | $15,914+94.2% | $6,940+345.3% |