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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 | $469,239 | $81,358+476.8% | $155,556+201.7% | $80,959+479.6% |
| Participation rate | 91.2% | 66.3%+24.9pp | 78.2%+13.0pp | 67.7%+23.5pp |
| Annual return | 14.69% | 33.39%-18.7pp | 64.84%-50.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $14,514 | $3,106+367.2% | $4,675+210.4% | $2,757+426.4% |
| Participant deferral / active EE | $16,255 | $3,455+370.4% | $5,631+188.7% | $4,300+278.0% |
| Admin fee / account holder | $51,134 | $7,994+539.7% | $15,885+221.9% | $6,925+638.4% |