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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 | $374,673 | $69,590+438.4% | $136,867+173.7% | $94,015+298.5% |
| Participation rate | 89.5% | 66.3%+23.2pp | 74.5%+14.9pp | 70.8%+18.7pp |
| Annual return | 17.16% | 19.62%-2.5pp | 42.97%-25.8pp | 17.84%-0.7pp |
| Employer contribution / active EE | $14,894 | $2,396+521.5% | $3,547+319.9% | $2,790+433.8% |
| Participant deferral / active EE | $6,914 | $3,437+101.2% | $4,924+40.4% | $4,249+62.7% |
| Admin fee / account holder | $32,229 | $8,912+261.6% | $10,340+211.7% | $8,951+260.1% |