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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 | $745,809 | $81,358+816.7% | $155,556+379.4% | $80,959+821.2% |
| Participation rate | 81.1% | 66.3%+14.9pp | 78.2%+2.9pp | 67.7%+13.5pp |
| Annual return | 14.95% | 33.39%-18.4pp | 64.84%-49.9pp | 35.67%-20.7pp |
| Employer contribution / active EE | $28,941 | $3,106+831.7% | $4,675+519.0% | $2,757+949.7% |
| Participant deferral / active EE | $17,641 | $3,455+410.5% | $5,631+213.3% | $4,300+310.2% |
| Admin fee / account holder | $62,178 | $7,994+677.8% | $15,885+291.4% | $6,925+797.8% |