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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 | $434,486 | $81,233+434.9% | $155,567+179.3% | $80,874+437.2% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 14.72% | 33.33%-18.6pp | 64.74%-50.0pp | 35.62%-20.9pp |
| Employer contribution / active EE | $21,229 | $3,101+584.6% | $4,674+354.2% | $2,756+670.4% |
| Participant deferral / active EE | $11,972 | $3,452+246.8% | $5,628+112.7% | $4,297+178.6% |
| Admin fee / account holder | $55,475 | $7,998+593.6% | $15,916+248.5% | $6,935+699.9% |