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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 | $435,104 | $93,598+364.9% | $135,974+220.0% | $75,173+478.8% |
| Participation rate | 98.7% | 75.2%+23.5pp | 81.9%+16.8pp | 67.2%+31.5pp |
| Annual return | 15.21% | 30.89%-15.7pp | 68.30%-53.1pp | 160.72%-145.5pp |
| Employer contribution / active EE | $16,191 | $3,538+357.6% | $4,859+233.2% | $2,671+506.2% |
| Participant deferral / active EE | $8,756 | $6,405+36.7% | $7,760+12.8% | $4,126+112.2% |
| Admin fee / account holder | $24,113 | $6,978+245.6% | $10,767+124.0% | $5,651+326.7% |