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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 | $507,225 | $125,797+303.2% | $170,057+198.3% | $75,177+574.7% |
| Participation rate | 88.6% | 83.6%+5.0pp | 87.0%+1.6pp | 67.2%+21.4pp |
| Annual return | 21.07% | 27.20%-6.1pp | 53.42%-32.3pp | 160.75%-139.7pp |
| Employer contribution / active EE | $14,125 | $4,616+206.0% | $6,790+108.0% | $2,671+428.8% |
| Participant deferral / active EE | $11,559 | $6,838+69.1% | $10,411+11.0% | $4,126+180.1% |
| Admin fee / account holder | $50,158 | $8,177+513.4% | $12,826+291.1% | $5,651+787.5% |