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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 | $587,494 | $106,524+451.5% | $152,301+285.7% | $87,485+571.5% |
| Participation rate | 95.6% | 75.8%+19.9pp | 82.4%+13.2pp | 68.9%+26.7pp |
| Annual return | 16.38% | 26.89%-10.5pp | 80.50%-64.1pp | 26.06%-9.7pp |
| Employer contribution / active EE | $21,803 | $3,371+546.7% | $4,624+371.5% | $2,596+739.8% |
| Participant deferral / active EE | $23,789 | $6,525+264.6% | $8,004+197.2% | $4,274+456.7% |
| Admin fee / account holder | $35,094 | $8,287+323.5% | $14,398+143.7% | $7,775+351.4% |