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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 | $658,916 | $88,707+642.8% | $74,184+788.2% | $273,972+140.5% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.6%+16.2pp | 83.0%+9.8pp |
| Annual return | 15.86% | 11.94%+3.9pp | 17.74%-1.9pp | 41.46%-25.6pp |
| Employer contribution / active EE | $46,110 | $3,159+1359.5% | $2,370+1845.5% | $4,869+847.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,871 | $8,717-78.5% | $5,586-66.5% | $10,133-81.5% |