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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 | $475,941 | $102,385+364.9% | $147,080+223.6% | $80,935+488.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 17.49% | 135.09%-117.6pp | 420.17%-402.7pp | 35.66%-18.2pp |
| Employer contribution / active EE | $8,000 | $3,717+115.2% | $4,933+62.2% | $2,757+190.2% |
| Participant deferral / active EE | $9,040 | $6,651+35.9% | $8,066+12.1% | $4,299+110.3% |
| Admin fee / account holder | $19,088 | $7,951+140.1% | $12,989+47.0% | $6,924+175.7% |