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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 | $439,400 | $72,492+506.1% | $87,104+404.5% | $72,975+502.1% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.9%+20.9pp | 69.5%+28.2pp |
| Annual return | 28.32% | 24.46%+3.9pp | 28.19%+0.1pp | 81.01%-52.7pp |
| Employer contribution / active EE | $4,901 | $1,894+158.8% | $2,521+94.4% | $2,440+100.9% |
| Participant deferral / active EE | $7,624 | $3,270+133.2% | $4,048+88.3% | $3,608+111.3% |
| Admin fee / account holder | $1,045 | $5,055-79.3% | $7,491-86.0% | $5,124-79.6% |