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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 | $81,276+434.6% | $155,574+179.3% | $80,925+436.9% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 14.72% | 33.36%-18.6pp | 64.87%-50.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $21,229 | $3,103+584.2% | $4,676+354.0% | $2,756+670.2% |
| Participant deferral / active EE | $11,972 | $3,453+246.7% | $5,629+112.7% | $4,299+178.5% |
| Admin fee / account holder | $55,475 | $7,993+594.0% | $15,914+248.6% | $6,940+699.3% |