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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 | $548,774 | $81,276+575.2% | $155,574+252.7% | $80,925+578.1% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.7%+29.1pp |
| Annual return | 15.64% | 33.36%-17.7pp | 64.87%-49.2pp | 35.65%-20.0pp |
| Employer contribution / active EE | $31,517 | $3,103+915.7% | $4,676+574.1% | $2,756+1043.5% |
| Participant deferral / active EE | $17,395 | $3,453+403.8% | $5,629+209.0% | $4,299+304.7% |
| Admin fee / account holder | $15,306 | $7,993+91.5% | $15,914-3.8% | $6,940+120.5% |