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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 | $556,224 | $91,179+510.0% | $178,499+211.6% | $79,852+596.6% |
| Participation rate | 73.4% | 69.2%+4.2pp | 81.9%-8.5pp | 69.6%+3.8pp |
| Annual return | 26.44% | 24.19%+2.2pp | 151.10%-124.7pp | 31.72%-5.3pp |
| Employer contribution / active EE | $18,722 | $3,256+475.1% | $5,011+273.6% | $2,471+657.7% |
| Participant deferral / active EE | $17,218 | $3,236+432.1% | $5,202+231.0% | $3,740+360.3% |
| Admin fee / account holder | $1,443 | $6,749-78.6% | $13,986-89.7% | $5,306-72.8% |