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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 | $93,345+484.2% | $119,126+357.8% | $87,485+523.3% |
| Participation rate | 93.8% | 68.7%+25.0pp | 75.8%+18.0pp | 68.9%+24.8pp |
| Annual return | 13.09% | 19.08%-6.0pp | 282.11%-269.0pp | 26.06%-13.0pp |
| Employer contribution / active EE | $8,328 | $3,172+162.6% | $4,034+106.5% | $2,596+220.8% |
| Participant deferral / active EE | $14,499 | $4,099+253.8% | $5,318+172.7% | $4,274+239.3% |
| Admin fee / account holder | $15,930 | $8,039+98.2% | $10,693+49.0% | $7,775+104.9% |