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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 | $610,048 | $93,598+551.8% | $135,974+348.7% | $75,173+711.5% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.8pp | 67.2%+26.5pp |
| Annual return | 18.27% | 30.89%-12.6pp | 68.30%-50.0pp | 160.72%-142.5pp |
| Employer contribution / active EE | $6,632 | $3,538+87.5% | $4,859+36.5% | $2,671+148.3% |
| Participant deferral / active EE | $13,500 | $6,405+110.8% | $7,760+74.0% | $4,126+227.2% |
| Admin fee / account holder | $36,943 | $6,978+429.4% | $10,767+243.1% | $5,651+553.8% |