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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 | $674,586 | $84,236+700.8% | $170,435+295.8% | $70,126+862.0% |
| Participation rate | 87.9% | 70.8%+17.0pp | 83.6%+4.3pp | 69.5%+18.3pp |
| Annual return | 17.00% | 23.06%-6.1pp | 205.94%-188.9pp | 73.15%-56.1pp |
| Employer contribution / active EE | $21,560 | $3,387+536.5% | $5,432+296.9% | $2,343+820.4% |
| Participant deferral / active EE | $18,727 | $3,086+506.9% | $4,939+279.1% | $3,332+462.1% |
| Admin fee / account holder | $6,589 | $5,698+15.6% | $13,881-52.5% | $4,645+41.8% |