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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 | $780,680 | $106,749+631.3% | $145,433+436.8% | $82,448+846.9% |
| Participation rate | 91.5% | 75.6%+15.8pp | 82.1%+9.4pp | 68.1%+23.4pp |
| Annual return | 17.02% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $19,486 | $3,444+465.7% | $4,554+327.8% | $2,551+663.9% |
| Participant deferral / active EE | $14,106 | $6,519+116.4% | $7,897+78.6% | $4,139+240.8% |
| Admin fee / account holder | $52,061 | $8,390+520.5% | $13,129+296.5% | $7,234+619.6% |