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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 | $547,995 | $61,125+796.5% | $94,057+482.6% | $87,485+526.4% |
| Participation rate | 78.8% | 64.1%+14.7pp | 73.3%+5.4pp | 68.9%+9.9pp |
| Annual return | 13.62% | 35.20%-21.6pp | 480.62%-467.0pp | 26.06%-12.4pp |
| Employer contribution / active EE | $9,029 | $2,136+322.6% | $2,933+207.8% | $2,596+247.8% |
| Participant deferral / active EE | $5,932 | $3,260+82.0% | $4,709+26.0% | $4,274+38.8% |
| Admin fee / account holder | $24,169 | $5,629+329.4% | $7,244+233.6% | $7,775+210.9% |