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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 | $573,529 | $81,331+605.2% | $155,534+268.7% | $80,935+608.6% |
| Participation rate | 92.7% | 66.3%+26.4pp | 78.2%+14.5pp | 67.7%+25.0pp |
| Annual return | 21.27% | 33.37%-12.1pp | 64.92%-43.6pp | 35.66%-14.4pp |
| Employer contribution / active EE | $3,974 | $3,105+28.0% | $4,675-15.0% | $2,757+44.2% |
| Participant deferral / active EE | $6,575 | $3,454+90.3% | $5,630+16.8% | $4,299+52.9% |
| Admin fee / account holder | $41,623 | $7,999+420.3% | $15,900+161.8% | $6,924+501.1% |