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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 | $484,335 | $84,236+475.0% | $170,435+184.2% | $70,126+590.7% |
| Participation rate | 94.0% | 70.8%+23.2pp | 83.6%+10.4pp | 69.5%+24.5pp |
| Annual return | 13.00% | 23.06%-10.1pp | 205.94%-192.9pp | 73.15%-60.2pp |
| Employer contribution / active EE | $15,172 | $3,387+347.9% | $5,432+179.3% | $2,343+547.7% |
| Participant deferral / active EE | $14,429 | $3,086+367.6% | $4,939+192.1% | $3,332+333.1% |
| Admin fee / account holder | $2,135 | $5,698-62.5% | $13,881-84.6% | $4,645-54.0% |