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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 | $592,412 | $78,520+654.5% | $96,576+513.4% | $82,448+618.5% |
| Participation rate | 97.1% | 77.7%+19.4pp | 81.4%+15.7pp | 68.1%+29.1pp |
| Annual return | 17.26% | 41.30%-24.0pp | 38.47%-21.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $12,976 | $2,630+393.5% | $3,553+265.2% | $2,551+408.7% |
| Participant deferral / active EE | $20,607 | $6,754+205.1% | $7,956+159.0% | $4,139+397.8% |
| Admin fee / account holder | $32,955 | $13,455+144.9% | $11,381+189.6% | $7,234+355.5% |