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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 | $536,934 | $85,060+531.2% | $70,565+660.9% | $139,487+284.9% |
| Participation rate | 83.3% | 73.9%+9.4pp | 68.4%+15.0pp | 80.3%+3.0pp |
| Annual return | 16.39% | 30.39%-14.0pp | 32.79%-16.4pp | 373.84%-357.5pp |
| Employer contribution / active EE | $13,828 | $3,912+253.5% | $2,976+364.7% | $4,755+190.8% |
| Participant deferral / active EE | $19,435 | $5,891+229.9% | $4,568+325.4% | $6,713+189.5% |
| Admin fee / account holder | $25,378 | $8,932+184.1% | $6,430+294.7% | $11,407+122.5% |