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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 | $545,303 | $96,731+463.7% | $123,973+339.9% | $86,983+526.9% |
| Participation rate | 93.8% | 70.0%+23.7pp | 76.7%+17.1pp | 69.5%+24.2pp |
| Annual return | 13.09% | 17.33%-4.2pp | 388.13%-375.0pp | 25.83%-12.7pp |
| Employer contribution / active EE | $8,328 | $3,297+152.6% | $4,126+101.9% | $2,584+222.2% |
| Participant deferral / active EE | $14,499 | $4,152+249.2% | $5,247+176.3% | $4,194+245.7% |
| Admin fee / account holder | $15,930 | $8,722+82.6% | $11,799+35.0% | $7,856+102.8% |