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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 | $418,211 | $81,358+414.0% | $155,556+168.8% | $80,959+416.6% |
| Participation rate | 95.4% | 66.3%+29.1pp | 78.2%+17.2pp | 67.7%+27.7pp |
| Annual return | 16.34% | 33.39%-17.0pp | 64.84%-48.5pp | 35.67%-19.3pp |
| Employer contribution / active EE | $20,424 | $3,106+557.5% | $4,675+336.8% | $2,757+640.8% |
| Participant deferral / active EE | $18,481 | $3,455+434.9% | $5,631+228.2% | $4,300+329.8% |
| Admin fee / account holder | $35,290 | $7,994+341.5% | $15,885+122.2% | $6,925+409.6% |