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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 | $875,917 | $81,358+976.6% | $155,556+463.1% | $80,959+981.9% |
| Participation rate | 96.0% | 66.3%+29.7pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 17.25% | 33.39%-16.1pp | 64.84%-47.6pp | 35.67%-18.4pp |
| Employer contribution / active EE | $42,358 | $3,106+1263.6% | $4,675+806.0% | $2,757+1436.3% |
| Participant deferral / active EE | $24,859 | $3,455+619.4% | $5,631+341.5% | $4,300+478.1% |
| Admin fee / account holder | $16,642 | $7,994+108.2% | $15,885+4.8% | $6,925+140.3% |