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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 | $629,555 | $88,672+610.0% | $105,223+498.3% | $82,448+663.6% |
| Participation rate | 92.1% | 67.9%+24.2pp | 75.0%+17.1pp | 68.1%+24.0pp |
| Annual return | 17.22% | 30.86%-13.6pp | 180.65%-163.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $10,668 | $3,048+250.0% | $3,689+189.2% | $2,551+318.2% |
| Participant deferral / active EE | $18,299 | $4,036+353.4% | $5,072+260.8% | $4,139+342.1% |
| Admin fee / account holder | $68,309 | $7,146+855.9% | $8,859+671.1% | $7,234+844.2% |