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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 | $81,331+977.0% | $155,534+463.2% | $80,935+982.2% |
| Participation rate | 96.0% | 66.3%+29.7pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 17.25% | 33.37%-16.1pp | 64.92%-47.7pp | 35.66%-18.4pp |
| Employer contribution / active EE | $42,358 | $3,105+1264.3% | $4,675+806.1% | $2,757+1436.5% |
| Participant deferral / active EE | $24,859 | $3,454+619.7% | $5,630+341.5% | $4,299+478.2% |
| Admin fee / account holder | $16,642 | $7,999+108.0% | $15,900+4.7% | $6,924+140.3% |