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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 | $556,590 | $87,166+538.5% | $76,735+625.3% | $137,256+305.5% |
| Participation rate | 90.0% | 74.4%+15.6pp | 69.5%+20.5pp | 80.0%+10.0pp |
| Annual return | 17.20% | 26.50%-9.3pp | 29.77%-12.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $23,922 | $2,904+723.6% | $2,454+874.7% | $4,156+475.6% |
| Participant deferral / active EE | $16,585 | $4,726+250.9% | $4,088+305.7% | $6,407+158.9% |
| Admin fee / account holder | $4,902 | $8,403-41.7% | $7,189-31.8% | $12,270-60.1% |