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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 | $514,382 | $77,638+562.5% | $156,551+228.6% | $62,881+718.0% |
| Participation rate | 96.8% | 71.2%+25.6pp | 84.0%+12.8pp | 69.3%+27.5pp |
| Annual return | 10.11% | 50.33%-40.2pp | 32.23%-22.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $15,900 | $3,444+361.7% | $5,501+189.0% | $2,281+597.1% |
| Participant deferral / active EE | $16,160 | $3,046+430.6% | $4,871+231.8% | $3,203+404.5% |
| Admin fee / account holder | $25,424 | $5,561+357.1% | $13,028+95.1% | $4,296+491.8% |