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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 | $485,088 | $67,894+614.5% | $89,340+443.0% | $82,448+488.4% |
| Participation rate | 96.0% | 64.0%+32.0pp | 69.6%+26.4pp | 68.1%+27.9pp |
| Annual return | 15.27% | 19.21%-3.9pp | 20.57%-5.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $11,764 | $1,828+543.6% | $2,231+427.2% | $2,551+361.2% |
| Participant deferral / active EE | $12,745 | $3,072+314.8% | $3,823+233.4% | $4,139+207.9% |
| Admin fee / account holder | $31,033 | $5,723+442.3% | $6,704+362.9% | $7,234+329.0% |