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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 | $633,383 | $84,236+651.9% | $170,435+271.6% | $70,126+803.2% |
| Participation rate | 83.3% | 70.8%+12.5pp | 83.6%-0.3pp | 69.5%+13.8pp |
| Annual return | 15.95% | 23.06%-7.1pp | 205.94%-190.0pp | 73.15%-57.2pp |
| Employer contribution / active EE | $29,503 | $3,387+771.0% | $5,432+443.1% | $2,343+1159.5% |
| Participant deferral / active EE | $5,981 | $3,086+93.8% | $4,939+21.1% | $3,332+79.5% |
| Admin fee / account holder | $54,506 | $5,698+856.5% | $13,881+292.7% | $4,645+1073.3% |