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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 | $599,196 | $81,358+636.5% | $155,556+285.2% | $80,959+640.1% |
| Participation rate | 77.8% | 66.3%+11.5pp | 78.2%-0.4pp | 67.7%+10.1pp |
| Annual return | 15.72% | 33.39%-17.7pp | 64.84%-49.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $35,846 | $3,106+1054.0% | $4,675+666.7% | $2,757+1200.1% |
| Participant deferral / active EE | $8,203 | $3,455+137.4% | $5,631+45.7% | $4,300+90.7% |
| Admin fee / account holder | $36,991 | $7,994+362.8% | $15,885+132.9% | $6,925+434.1% |