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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 | $571,320 | $93,589+510.5% | $135,942+320.3% | $75,181+659.9% |
| Participation rate | 78.1% | 75.2%+2.9pp | 81.9%-3.8pp | 67.2%+10.9pp |
| Annual return | 19.49% | 30.90%-11.4pp | 68.28%-48.8pp | 160.69%-141.2pp |
| Employer contribution / active EE | $9,623 | $3,537+172.0% | $4,858+98.1% | $2,671+260.3% |
| Participant deferral / active EE | $8,723 | $6,405+36.2% | $7,759+12.4% | $4,126+111.4% |
| Admin fee / account holder | $1,349 | $6,977-80.7% | $10,764-87.5% | $5,650-76.1% |