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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 | $418,905 | $69,590+502.0% | $136,867+206.1% | $94,015+345.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 17.12% | 19.62%-2.5pp | 42.97%-25.9pp | 17.84%-0.7pp |
| Employer contribution / active EE | $31,978 | $2,396+1234.4% | $3,547+801.6% | $2,790+1046.1% |
| Participant deferral / active EE | $4,873 | $3,437+41.8% | $4,924-1.0% | $4,249+14.7% |
| Admin fee / account holder | $6,061 | $8,912-32.0% | $10,340-41.4% | $8,951-32.3% |