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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 | $551,887 | $81,276+579.0% | $155,574+254.7% | $80,925+582.0% |
| Participation rate | 88.5% | 66.2%+22.2pp | 78.2%+10.2pp | 67.7%+20.8pp |
| Annual return | 15.67% | 33.36%-17.7pp | 64.87%-49.2pp | 35.65%-20.0pp |
| Employer contribution / active EE | $32,191 | $3,103+937.4% | $4,676+588.5% | $2,756+1067.9% |
| Participant deferral / active EE | $18,042 | $3,453+422.5% | $5,629+220.5% | $4,299+319.7% |
| Admin fee / account holder | $31,302 | $7,993+291.6% | $15,914+96.7% | $6,940+351.0% |