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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 | $619,894 | $93,617+562.2% | $135,982+355.9% | $75,177+724.6% |
| Participation rate | 91.1% | 75.2%+15.9pp | 81.9%+9.2pp | 67.2%+23.9pp |
| Annual return | 16.15% | 30.89%-14.7pp | 68.32%-52.2pp | 160.75%-144.6pp |
| Employer contribution / active EE | $15,655 | $3,538+342.4% | $4,859+222.2% | $2,671+486.1% |
| Participant deferral / active EE | $16,783 | $6,406+162.0% | $7,760+116.3% | $4,126+306.7% |
| Admin fee / account holder | $186,376 | $6,980+2570.3% | $10,767+1630.9% | $5,651+3197.9% |