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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 | $81,276+977.7% | $155,574+463.0% | $80,925+982.4% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 17.25% | 33.36%-16.1pp | 64.87%-47.6pp | 35.65%-18.4pp |
| Employer contribution / active EE | $42,358 | $3,103+1265.0% | $4,676+805.9% | $2,756+1436.8% |
| Participant deferral / active EE | $24,859 | $3,453+620.0% | $5,629+341.6% | $4,299+478.3% |
| Admin fee / account holder | $16,642 | $7,993+108.2% | $15,914+4.6% | $6,940+139.8% |