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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 | $553,657 | $86,919+537.0% | $102,457+440.4% | $80,911+584.3% |
| Participation rate | 88.9% | 72.4%+16.5pp | 76.5%+12.4pp | 67.6%+21.2pp |
| Annual return | 14.31% | 18.90%-4.6pp | 29.41%-15.1pp | 35.63%-21.3pp |
| Employer contribution / active EE | $9,252 | $2,368+290.7% | $3,022+206.2% | $2,756+235.7% |
| Participant deferral / active EE | $5,769 | $4,119+40.0% | $5,054+14.1% | $4,297+34.3% |
| Admin fee / account holder | $53,561 | $8,049+565.4% | $9,451+466.7% | $6,935+672.4% |