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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 | $461,372 | $106,864+331.7% | $147,318+213.2% | $82,637+458.3% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.1%+14.6pp | 68.1%+28.6pp |
| Annual return | 17.48% | 27.49%-10.0pp | 70.43%-52.9pp | 53.51%-36.0pp |
| Employer contribution / active EE | $19,531 | $3,417+471.7% | $4,593+325.3% | $2,552+665.3% |
| Participant deferral / active EE | $17,188 | $6,496+164.6% | $7,906+117.4% | $4,126+316.6% |
| Admin fee / account holder | $1,307 | $8,415-84.5% | $13,708-90.5% | $7,339-82.2% |