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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 | $656,808 | $81,358+707.3% | $155,556+322.2% | $80,959+711.3% |
| Participation rate | 97.4% | 66.3%+31.2pp | 78.2%+19.2pp | 67.7%+29.8pp |
| Annual return | 14.99% | 33.39%-18.4pp | 64.84%-49.9pp | 35.67%-20.7pp |
| Employer contribution / active EE | $23,041 | $3,106+641.7% | $4,675+392.8% | $2,757+735.7% |
| Participant deferral / active EE | $20,628 | $3,455+497.0% | $5,631+266.3% | $4,300+379.7% |
| Admin fee / account holder | $18,160 | $7,994+127.2% | $15,885+14.3% | $6,925+162.2% |