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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 | $106,524+632.9% | $152,301+412.6% | $87,485+792.4% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.4%+9.0pp | 68.9%+22.6pp |
| Annual return | 17.02% | 26.89%-9.9pp | 80.50%-63.5pp | 26.06%-9.0pp |
| Employer contribution / active EE | $19,486 | $3,371+478.0% | $4,624+321.4% | $2,596+650.5% |
| Participant deferral / active EE | $14,106 | $6,525+116.2% | $8,004+76.2% | $4,274+230.1% |
| Admin fee / account holder | $52,061 | $8,287+528.2% | $14,398+261.6% | $7,775+569.6% |