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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 | $409,556 | $67,894+503.2% | $89,340+358.4% | $82,448+396.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 19.53% | 19.21%+0.3pp | 20.57%-1.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $8,980 | $1,828+391.3% | $2,231+302.4% | $2,551+252.0% |
| Participant deferral / active EE | $3,170 | $3,072+3.2% | $3,823-17.1% | $4,139-23.4% |
| Admin fee / account holder | $9,262 | $5,723+61.8% | $6,704+38.2% | $7,234+28.0% |