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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 | $413,609 | $78,690+425.6% | $161,489+156.1% | $87,485+372.8% |
| Participation rate | 88.1% | 67.5%+20.7pp | 78.7%+9.4pp | 68.9%+19.2pp |
| Annual return | 27.49% | 32.74%-5.2pp | 89.72%-62.2pp | 26.06%+1.4pp |
| Employer contribution / active EE | $9,773 | $2,588+277.6% | $4,268+129.0% | $2,596+276.4% |
| Participant deferral / active EE | $7,458 | $3,311+125.3% | $5,630+32.5% | $4,274+74.5% |
| Admin fee / account holder | $98,927 | $6,724+1371.4% | $16,006+518.1% | $7,775+1172.4% |