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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 | $398,970 | $81,358+390.4% | $155,556+156.5% | $80,959+392.8% |
| Participation rate | 92.0% | 66.3%+25.7pp | 78.2%+13.8pp | 67.7%+24.3pp |
| Annual return | 13.06% | 33.39%-20.3pp | 64.84%-51.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $16,882 | $3,106+443.5% | $4,675+261.1% | $2,757+512.3% |
| Participant deferral / active EE | $22,615 | $3,455+554.5% | $5,631+301.6% | $4,300+425.9% |
| Admin fee / account holder | $35,582 | $7,994+345.1% | $15,885+124.0% | $6,925+413.8% |