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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 | $592,377 | $87,834+574.4% | $133,979+342.1% | $62,881+842.1% |
| Participation rate | 98.4% | 83.4%+15.1pp | 87.1%+11.4pp | 69.3%+29.1pp |
| Annual return | 7.29% | 12.05%-4.8pp | 29.30%-22.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $28,754 | $3,482+725.7% | $5,211+451.8% | $2,281+1160.6% |
| Participant deferral / active EE | $15,669 | $4,812+225.6% | $6,282+149.4% | $3,203+389.2% |
| Admin fee / account holder | $48,439 | $5,372+801.6% | $9,324+419.5% | $4,296+1027.6% |