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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 | $616,348 | $81,276+658.3% | $155,574+296.2% | $80,925+661.6% |
| Participation rate | 92.2% | 66.2%+25.9pp | 78.2%+13.9pp | 67.7%+24.5pp |
| Annual return | 16.01% | 33.36%-17.3pp | 64.87%-48.9pp | 35.65%-19.6pp |
| Employer contribution / active EE | $32,280 | $3,103+940.3% | $4,676+590.4% | $2,756+1071.2% |
| Participant deferral / active EE | $18,446 | $3,453+434.2% | $5,629+227.7% | $4,299+329.1% |
| Admin fee / account holder | $46,028 | $7,993+475.8% | $15,914+189.2% | $6,940+563.2% |