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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 | $81,233+860.6% | $155,567+401.6% | $80,874+864.8% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 13.36% | 33.33%-20.0pp | 64.74%-51.4pp | 35.62%-22.3pp |
| Employer contribution / active EE | $31,588 | $3,101+918.7% | $4,674+575.8% | $2,756+1046.3% |
| Participant deferral / active EE | $24,681 | $3,452+615.0% | $5,628+338.6% | $4,297+474.4% |
| Admin fee / account holder | $1,869 | $7,998-76.6% | $15,916-88.3% | $6,935-73.1% |