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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 | $475,253 | $91,198+421.1% | $178,503+166.2% | $79,856+495.1% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 16.60% | 24.20%-7.6pp | 151.12%-134.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $28,938 | $3,257+788.6% | $5,011+477.5% | $2,471+1071.0% |
| Participant deferral / active EE | $12,767 | $3,237+294.5% | $5,202+145.4% | $3,741+241.3% |
| Admin fee / account holder | $21,129 | $6,748+213.1% | $13,987+51.1% | $5,306+298.2% |