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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 | $597,723 | $91,167+555.6% | $178,498+234.9% | $79,858+648.5% |
| Participation rate | 90.3% | 69.2%+21.1pp | 81.9%+8.4pp | 69.6%+20.7pp |
| Annual return | 10.56% | 24.19%-13.6pp | 151.09%-140.5pp | 31.72%-21.2pp |
| Employer contribution / active EE | $8,518 | $3,255+161.7% | $5,011+70.0% | $2,471+244.7% |
| Participant deferral / active EE | $16,935 | $3,236+423.4% | $5,202+225.5% | $3,740+352.8% |
| Admin fee / account holder | $40,037 | $6,747+493.4% | $13,985+186.3% | $5,306+654.6% |