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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 | $661,612 | $75,541+775.8% | $152,093+335.0% | $82,637+700.6% |
| Participation rate | 98.5% | 66.5%+32.0pp | 77.8%+20.8pp | 68.1%+30.5pp |
| Annual return | 14.34% | 32.56%-18.2pp | 66.36%-52.0pp | 53.51%-39.2pp |
| Employer contribution / active EE | $31,979 | $2,622+1119.5% | $4,175+666.0% | $2,552+1153.0% |
| Participant deferral / active EE | $10,327 | $3,206+222.2% | $5,451+89.4% | $4,126+150.3% |
| Admin fee / account holder | $82,571 | $6,405+1189.2% | $14,497+469.6% | $7,339+1025.1% |