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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 | $337,581 | $61,356+450.2% | $149,696+125.5% | $71,511+372.1% |
| Participation rate | 90.0% | 62.5%+27.5pp | 78.8%+11.2pp | 67.9%+22.1pp |
| Annual return | 19.96% | 35.86%-15.9pp | 134.46%-114.5pp | 28.86%-8.9pp |
| Employer contribution / active EE | $19,007 | $2,382+698.0% | $4,821+294.3% | $2,589+634.1% |
| Participant deferral / active EE | $4,173 | $2,920+42.9% | $5,682-26.6% | $4,291-2.7% |
| Admin fee / account holder | $16,804 | $1,263+1230.3% | $13,212+27.2% | $1,588+957.9% |