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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 | $591,636 | $106,524+455.4% | $152,301+288.5% | $87,485+576.3% |
| Participation rate | 92.8% | 75.8%+17.0pp | 82.4%+10.3pp | 68.9%+23.8pp |
| Annual return | 15.30% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.8pp |
| Employer contribution / active EE | $32,218 | $3,371+855.7% | $4,624+596.7% | $2,596+1141.0% |
| Participant deferral / active EE | $10,347 | $6,525+58.6% | $8,004+29.3% | $4,274+142.1% |
| Admin fee / account holder | $59,531 | $8,287+618.4% | $14,398+313.5% | $7,775+665.7% |