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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 | $403,475 | $64,920+521.5% | $103,693+289.1% | $86,983+363.9% |
| Participation rate | 89.7% | 63.6%+26.1pp | 72.6%+17.0pp | 69.5%+20.1pp |
| Annual return | 17.13% | 30.29%-13.2pp | 47.61%-30.5pp | 25.83%-8.7pp |
| Employer contribution / active EE | $23,910 | $2,141+1016.7% | $2,920+718.7% | $2,584+825.1% |
| Participant deferral / active EE | $3,950 | $3,241+21.9% | $4,579-13.7% | $4,194-5.8% |
| Admin fee / account holder | $13,184 | $6,191+112.9% | $7,858+67.8% | $7,856+67.8% |