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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 | $535,344 | $77,638+589.5% | $156,551+242.0% | $62,881+751.4% |
| Participation rate | 86.5% | 71.2%+15.3pp | 84.0%+2.5pp | 69.3%+17.2pp |
| Annual return | 8.69% | 50.33%-41.6pp | 32.23%-23.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $18,850 | $3,444+447.4% | $5,501+242.7% | $2,281+726.4% |
| Participant deferral / active EE | $15,244 | $3,046+400.5% | $4,871+213.0% | $3,203+375.9% |
| Admin fee / account holder | $78,082 | $5,561+1304.0% | $13,028+499.3% | $4,296+1717.7% |