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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 | $584,621 | $99,875+485.3% | $146,866+298.1% | $86,983+572.1% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 17.02% | 28.10%-11.1pp | 102.85%-85.8pp | 25.83%-8.8pp |
| Employer contribution / active EE | $7,220 | $3,224+123.9% | $4,425+63.2% | $2,584+179.4% |
| Participant deferral / active EE | $9,998 | $6,322+58.1% | $7,759+28.8% | $4,194+138.4% |
| Admin fee / account holder | $60,010 | $7,838+665.7% | $13,620+340.6% | $7,856+663.9% |