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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 | $555,535 | $77,814+613.9% | $158,223+251.1% | $86,983+538.7% |
| Participation rate | 95.7% | 68.4%+27.2pp | 79.2%+16.5pp | 69.5%+26.1pp |
| Annual return | 14.11% | 30.54%-16.4pp | 52.09%-38.0pp | 25.83%-11.7pp |
| Employer contribution / active EE | $23,941 | $2,592+823.6% | $4,109+482.7% | $2,584+826.4% |
| Participant deferral / active EE | $17,521 | $3,270+435.9% | $5,467+220.5% | $4,194+317.8% |
| Admin fee / account holder | $49,155 | $5,879+736.1% | $16,047+206.3% | $7,856+525.7% |