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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 | $106,749+480.0% | $145,433+325.7% | $82,448+650.9% |
| Participation rate | 84.8% | 75.6%+9.2pp | 82.1%+2.7pp | 68.1%+16.8pp |
| Annual return | 15.20% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $8,605 | $3,444+149.8% | $4,554+88.9% | $2,551+237.3% |
| Participant deferral / active EE | $11,651 | $6,519+78.7% | $7,897+47.5% | $4,139+181.5% |
| Admin fee / account holder | $52,872 | $8,390+530.2% | $13,129+302.7% | $7,234+630.8% |