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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 | $494,813 | $77,908+535.1% | $149,696+230.5% | $75,173+558.2% |
| Participation rate | 87.3% | 65.6%+21.7pp | 78.8%+8.5pp | 67.2%+20.1pp |
| Annual return | 14.72% | 31.73%-17.0pp | 134.46%-119.7pp | 160.72%-146.0pp |
| Employer contribution / active EE | $35,382 | $3,138+1027.6% | $4,821+634.0% | $2,671+1224.7% |
| Participant deferral / active EE | $10,108 | $3,411+196.3% | $5,682+77.9% | $4,126+145.0% |
| Admin fee / account holder | $48,862 | $5,950+721.3% | $13,212+269.8% | $5,651+764.7% |