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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 | $81,276+943.2% | $155,574+445.0% | $80,925+947.7% |
| Participation rate | 97.3% | 66.2%+31.1pp | 78.2%+19.1pp | 67.7%+29.6pp |
| Annual return | 13.83% | 33.36%-19.5pp | 64.87%-51.0pp | 35.65%-21.8pp |
| Employer contribution / active EE | $36,907 | $3,103+1089.4% | $4,676+689.3% | $2,756+1239.0% |
| Participant deferral / active EE | $21,722 | $3,453+529.1% | $5,629+285.9% | $4,299+405.3% |
| Admin fee / account holder | $20,455 | $7,993+155.9% | $15,914+28.5% | $6,940+194.7% |