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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 | $847,848 | $81,233+943.7% | $155,567+445.0% | $80,874+948.4% |
| Participation rate | 97.3% | 66.2%+31.1pp | 78.2%+19.1pp | 67.6%+29.7pp |
| Annual return | 13.83% | 33.33%-19.5pp | 64.74%-50.9pp | 35.62%-21.8pp |
| Employer contribution / active EE | $36,907 | $3,101+1090.2% | $4,674+689.6% | $2,756+1239.3% |
| Participant deferral / active EE | $21,722 | $3,452+529.2% | $5,628+286.0% | $4,297+405.5% |
| Admin fee / account holder | $20,455 | $7,998+155.8% | $15,916+28.5% | $6,935+194.9% |