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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 | $483,443 | $77,638+522.7% | $156,551+208.8% | $62,881+668.8% |
| Participation rate | 88.9% | 71.2%+17.7pp | 84.0%+4.9pp | 69.3%+19.6pp |
| Annual return | 11.40% | 50.33%-38.9pp | 32.23%-20.8pp | 20.14%-8.7pp |
| Employer contribution / active EE | $25,127 | $3,444+629.6% | $5,501+356.7% | $2,281+1001.6% |
| Participant deferral / active EE | $7,677 | $3,046+152.1% | $4,871+57.6% | $3,203+139.7% |
| Admin fee / account holder | $25,500 | $5,561+358.5% | $13,028+95.7% | $4,296+493.6% |