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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 | $436,180 | $81,476+435.3% | $102,383+326.0% | $80,925+439.0% |
| Participation rate | 94.1% | 66.8%+27.3pp | 74.5%+19.6pp | 67.7%+26.5pp |
| Annual return | 14.84% | 25.59%-10.8pp | 24.94%-10.1pp | 35.65%-20.8pp |
| Employer contribution / active EE | $23,914 | $3,105+670.2% | $3,870+517.9% | $2,756+767.6% |
| Participant deferral / active EE | $15,120 | $3,871+290.6% | $5,060+198.8% | $4,299+251.8% |
| Admin fee / account holder | $18,922 | $6,717+181.7% | $8,391+125.5% | $6,940+172.6% |