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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 | $610,960 | $77,638+686.9% | $156,551+290.3% | $62,881+871.6% |
| Participation rate | 71.9% | 71.2%+0.7pp | 84.0%-12.1pp | 69.3%+2.6pp |
| Annual return | 5.94% | 50.33%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $31,992 | $3,444+828.9% | $5,501+481.5% | $2,281+1302.6% |
| Participant deferral / active EE | $3,375 | $3,046+10.8% | $4,871-30.7% | $3,203+5.4% |
| Admin fee / account holder | $51,334 | $5,561+823.0% | $13,028+294.0% | $4,296+1095.0% |