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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 | $591,712 | $143,969+311.0% | $199,883+196.0% | $82,637+616.0% |
| Participation rate | 83.3% | 84.1%-0.8pp | 86.8%-3.4pp | 68.1%+15.3pp |
| Annual return | 14.99% | 25.67%-10.7pp | 43.81%-28.8pp | 53.51%-38.5pp |
| Employer contribution / active EE | $17,691 | $4,632+281.9% | $6,261+182.5% | $2,552+593.2% |
| Participant deferral / active EE | $16,106 | $6,937+132.2% | $9,138+76.2% | $4,126+290.3% |
| Admin fee / account holder | $26,334 | $14,597+80.4% | $17,268+52.5% | $7,339+258.8% |