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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 | $730,504 | $77,920+837.5% | $149,723+387.9% | $75,177+871.7% |
| Participation rate | 96.8% | 65.6%+31.2pp | 78.8%+18.0pp | 67.2%+29.6pp |
| Annual return | 16.05% | 31.72%-15.7pp | 134.50%-118.4pp | 160.75%-144.7pp |
| Employer contribution / active EE | $27,611 | $3,138+779.8% | $4,821+472.7% | $2,671+933.7% |
| Participant deferral / active EE | $21,737 | $3,411+537.2% | $5,682+282.5% | $4,126+426.8% |
| Admin fee / account holder | $25,950 | $5,951+336.1% | $13,215+96.4% | $5,651+359.2% |