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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 | $368,672 | $54,763+573.2% | $90,324+308.2% | $72,976+405.2% |
| Participation rate | 96.1% | 65.2%+30.9pp | 73.3%+22.8pp | 69.5%+26.6pp |
| Annual return | 20.66% | 30.63%-10.0pp | 78.15%-57.5pp | 81.02%-60.4pp |
| Employer contribution / active EE | $24,125 | $2,093+1052.5% | $2,856+744.8% | $2,440+888.7% |
| Participant deferral / active EE | $12,180 | $2,887+321.9% | $3,885+213.5% | $3,608+237.6% |
| Admin fee / account holder | $8,284 | $3,973+108.5% | $5,356+54.7% | $5,124+61.7% |