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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 | $479,488 | $85,171+463.0% | $172,753+177.6% | $72,976+557.0% |
| Participation rate | 80.6% | 70.1%+10.5pp | 82.6%-2.1pp | 69.5%+11.1pp |
| Annual return | 19.15% | 27.32%-8.2pp | 803.00%-783.9pp | 81.02%-61.9pp |
| Employer contribution / active EE | $7,008 | $3,324+110.8% | $5,144+36.2% | $2,440+187.2% |
| Participant deferral / active EE | $6,843 | $3,260+109.9% | $5,198+31.7% | $3,608+89.7% |
| Admin fee / account holder | $24,598 | $5,880+318.3% | $13,956+76.3% | $5,124+380.0% |