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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 | $721,962 | $77,920+826.5% | $149,723+382.2% | $75,177+860.3% |
| Participation rate | 82.1% | 65.6%+16.6pp | 78.8%+3.4pp | 67.2%+14.9pp |
| Annual return | 16.25% | 31.72%-15.5pp | 134.50%-118.2pp | 160.75%-144.5pp |
| Employer contribution / active EE | $33,230 | $3,138+958.9% | $4,821+589.2% | $2,671+1144.1% |
| Participant deferral / active EE | $18,108 | $3,411+430.8% | $5,682+218.7% | $4,126+338.8% |
| Admin fee / account holder | $37,324 | $5,951+527.2% | $13,215+182.4% | $5,651+560.4% |