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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 | $780,311 | $81,358+859.1% | $155,556+401.6% | $80,959+863.8% |
| Participation rate | 92.3% | 66.3%+26.0pp | 78.2%+14.1pp | 67.7%+24.6pp |
| Annual return | 13.36% | 33.39%-20.0pp | 64.84%-51.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $31,588 | $3,106+916.9% | $4,675+575.6% | $2,757+1045.7% |
| Participant deferral / active EE | $24,681 | $3,455+614.3% | $5,631+338.3% | $4,300+473.9% |
| Admin fee / account holder | $1,869 | $7,994-76.6% | $15,885-88.2% | $6,925-73.0% |