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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 | $624,302 | $93,617+566.9% | $135,982+359.1% | $75,177+730.4% |
| Participation rate | 93.3% | 75.2%+18.1pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 19.19% | 30.89%-11.7pp | 68.32%-49.1pp | 160.75%-141.6pp |
| Employer contribution / active EE | $14,930 | $3,538+322.0% | $4,859+207.3% | $2,671+459.0% |
| Participant deferral / active EE | $11,337 | $6,406+77.0% | $7,760+46.1% | $4,126+174.7% |
| Admin fee / account holder | $83,849 | $6,980+1101.4% | $10,767+678.7% | $5,651+1383.7% |