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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 | $715,996 | $81,331+780.3% | $155,534+360.3% | $80,935+784.7% |
| Participation rate | 96.4% | 66.3%+30.1pp | 78.2%+18.1pp | 67.7%+28.7pp |
| Annual return | 19.14% | 33.37%-14.2pp | 64.92%-45.8pp | 35.66%-16.5pp |
| Employer contribution / active EE | $30,360 | $3,105+877.9% | $4,675+549.5% | $2,757+1001.3% |
| Participant deferral / active EE | $18,608 | $3,454+438.7% | $5,630+230.5% | $4,299+332.8% |
| Admin fee / account holder | $80,722 | $7,999+909.1% | $15,900+407.7% | $6,924+1065.8% |