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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 | $586,391 | $58,895+895.7% | $178,503+228.5% | $73,497+697.8% |
| Participation rate | 97.1% | 66.2%+30.9pp | 81.9%+15.2pp | 70.7%+26.4pp |
| Annual return | 16.74% | 24.86%-8.1pp | 151.12%-134.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $17,542 | $2,236+684.6% | $5,011+250.1% | $2,270+672.7% |
| Participant deferral / active EE | $12,288 | $2,567+378.7% | $5,202+136.2% | $3,740+228.6% |
| Admin fee / account holder | $8,708 | $400+2074.9% | $13,987-37.7% | $513+1597.2% |