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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 | $465,436 | $88,672+424.9% | $105,223+342.3% | $82,448+464.5% |
| Participation rate | 92.3% | 67.9%+24.4pp | 75.0%+17.3pp | 68.1%+24.2pp |
| Annual return | 19.87% | 30.86%-11.0pp | 180.65%-160.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $19,986 | $3,048+555.7% | $3,689+441.8% | $2,551+683.5% |
| Participant deferral / active EE | $19,583 | $4,036+385.2% | $5,072+286.1% | $4,139+373.1% |
| Admin fee / account holder | $8,897 | $7,146+24.5% | $8,859+0.4% | $7,234+23.0% |