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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 | $525,417 | $54,757+859.5% | $90,304+481.8% | $72,975+620.0% |
| Participation rate | 92.7% | 65.2%+27.5pp | 73.3%+19.4pp | 69.5%+23.2pp |
| Annual return | 17.97% | 30.63%-12.7pp | 78.13%-60.2pp | 81.01%-63.0pp |
| Employer contribution / active EE | $24,246 | $2,093+1058.4% | $2,855+749.3% | $2,440+893.7% |
| Participant deferral / active EE | $15,005 | $2,887+419.7% | $3,885+286.2% | $3,608+315.9% |
| Admin fee / account holder | $29,984 | $3,973+654.7% | $5,354+460.0% | $5,124+485.2% |