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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 | $619,118 | $106,524+481.2% | $152,301+306.5% | $87,485+607.7% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.4%+2.4pp | 68.9%+15.9pp |
| Annual return | 15.20% | 26.89%-11.7pp | 80.50%-65.3pp | 26.06%-10.9pp |
| Employer contribution / active EE | $8,605 | $3,371+155.2% | $4,624+86.1% | $2,596+231.4% |
| Participant deferral / active EE | $11,651 | $6,525+78.6% | $8,004+45.6% | $4,274+172.6% |
| Admin fee / account holder | $52,872 | $8,287+538.0% | $14,398+267.2% | $7,775+580.0% |