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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 | $739,507 | $81,262+810.0% | $155,602+375.3% | $80,911+814.0% |
| Participation rate | 91.8% | 66.2%+25.6pp | 78.2%+13.6pp | 67.6%+24.2pp |
| Annual return | 17.57% | 33.34%-15.8pp | 64.81%-47.2pp | 35.63%-18.1pp |
| Employer contribution / active EE | $23,683 | $3,102+663.5% | $4,675+406.6% | $2,756+759.4% |
| Participant deferral / active EE | $21,023 | $3,451+509.1% | $5,629+273.5% | $4,297+389.2% |
| Admin fee / account holder | $6,716 | $7,992-16.0% | $15,923-57.8% | $6,935-3.1% |