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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 | $81,331+707.6% | $155,534+322.3% | $80,935+711.5% |
| Participation rate | 97.4% | 66.3%+31.2pp | 78.2%+19.2pp | 67.7%+29.8pp |
| Annual return | 14.99% | 33.37%-18.4pp | 64.92%-49.9pp | 35.66%-20.7pp |
| Employer contribution / active EE | $23,041 | $3,105+642.1% | $4,675+392.9% | $2,757+735.8% |
| Participant deferral / active EE | $20,628 | $3,454+497.2% | $5,630+266.4% | $4,299+379.8% |
| Admin fee / account holder | $18,160 | $7,999+127.0% | $15,900+14.2% | $6,924+162.3% |