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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 | $540,646 | $91,537+490.6% | $130,045+315.7% | $75,173+619.2% |
| Participation rate | 92.3% | 71.5%+20.9pp | 78.5%+13.8pp | 67.2%+25.1pp |
| Annual return | 19.78% | -631.55%+651.3pp | -137.30%+157.1pp | 160.72%-140.9pp |
| Employer contribution / active EE | $14,305 | $2,845+402.9% | $4,321+231.0% | $2,671+435.6% |
| Participant deferral / active EE | $9,893 | $4,343+127.8% | $5,820+70.0% | $4,126+139.8% |
| Admin fee / account holder | $1,883 | $6,780-72.2% | $10,600-82.2% | $5,651-66.7% |