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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 | $304,805 | $71,215+328.0% | $93,696+225.3% | $80,935+276.6% |
| Participation rate | 96.4% | 60.4%+36.0pp | 68.7%+27.7pp | 67.7%+28.8pp |
| Annual return | 17.89% | 11.27%+6.6pp | 133.74%-115.9pp | 35.66%-17.8pp |
| Employer contribution / active EE | $10,142 | $1,565+548.0% | $2,422+318.8% | $2,757+267.9% |
| Participant deferral / active EE | $5,041 | $4,037+24.9% | $4,417+14.1% | $4,299+17.2% |
| Admin fee / account holder | $10,407 | $6,958+49.6% | $8,287+25.6% | $6,924+50.3% |