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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 | $331,323 | $84,236+293.3% | $170,439+94.4% | $70,124+372.5% |
| Participation rate | 97.8% | 70.8%+27.0pp | 83.6%+14.2pp | 69.5%+28.3pp |
| Annual return | 22.03% | 23.06%-1.0pp | 205.94%-183.9pp | 73.14%-51.1pp |
| Employer contribution / active EE | $26,965 | $3,387+696.1% | $5,433+396.4% | $2,342+1051.1% |
| Participant deferral / active EE | $10,643 | $3,086+244.9% | $4,939+115.5% | $3,332+219.4% |
| Admin fee / account holder | $9,611 | $5,698+68.7% | $13,881-30.8% | $4,645+106.9% |