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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 | $397,675 | $90,397+339.9% | $76,002+423.2% | $145,959+172.5% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.1%+23.2pp | 80.3%+12.0pp |
| Annual return | 12.25% | 621.97%-609.7pp | 360.07%-347.8pp | 561.95%-549.7pp |
| Employer contribution / active EE | $15,020 | $3,317+352.8% | $2,688+458.7% | $4,661+222.3% |
| Participant deferral / active EE | $6,945 | $5,163+34.5% | $4,257+63.1% | $6,689+3.8% |
| Admin fee / account holder | $47,767 | $8,369+470.7% | $6,414+644.8% | $13,398+256.5% |