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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 | $321,005 | $93,617+242.9% | $135,982+136.1% | $75,177+327.0% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.1pp | 67.2%+20.8pp |
| Annual return | 16.94% | 30.89%-13.9pp | 68.32%-51.4pp | 160.75%-143.8pp |
| Employer contribution / active EE | $16,347 | $3,538+362.0% | $4,859+236.4% | $2,671+512.0% |
| Participant deferral / active EE | $18,026 | $6,406+181.4% | $7,760+132.3% | $4,126+336.8% |
| Admin fee / account holder | $16,988 | $6,980+143.4% | $10,767+57.8% | $5,651+200.6% |