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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 | $577,276 | $91,559+530.5% | $133,978+330.9% | $79,856+622.9% |
| Participation rate | 88.5% | 73.3%+15.1pp | 79.8%+8.6pp | 69.6%+18.8pp |
| Annual return | 10.58% | 61.85%-51.3pp | 45.10%-34.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $7,335 | $2,384+207.7% | $3,919+87.2% | $2,471+196.8% |
| Participant deferral / active EE | $6,930 | $3,734+85.6% | $5,047+37.3% | $3,741+85.3% |
| Admin fee / account holder | $80,997 | $6,321+1181.4% | $8,930+807.0% | $5,306+1426.4% |