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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 | $81,233+978.3% | $155,567+463.0% | $80,874+983.1% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 17.25% | 33.33%-16.1pp | 64.74%-47.5pp | 35.62%-18.4pp |
| Employer contribution / active EE | $42,358 | $3,101+1266.0% | $4,674+806.2% | $2,756+1437.1% |
| Participant deferral / active EE | $24,859 | $3,452+620.1% | $5,628+341.7% | $4,297+478.5% |
| Admin fee / account holder | $16,642 | $7,998+108.1% | $15,916+4.6% | $6,935+140.0% |