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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 | $81,331+574.7% | $155,534+252.8% | $80,935+578.0% |
| Participation rate | 96.8% | 66.3%+30.5pp | 78.2%+18.6pp | 67.7%+29.1pp |
| Annual return | 15.64% | 33.37%-17.7pp | 64.92%-49.3pp | 35.66%-20.0pp |
| Employer contribution / active EE | $31,517 | $3,105+915.1% | $4,675+574.2% | $2,757+1043.3% |
| Participant deferral / active EE | $17,395 | $3,454+403.6% | $5,630+209.0% | $4,299+304.6% |
| Admin fee / account holder | $15,306 | $7,999+91.4% | $15,900-3.7% | $6,924+121.1% |