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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 | $81,276+477.3% | $155,574+201.6% | $80,925+479.8% |
| Participation rate | 91.2% | 66.2%+24.9pp | 78.2%+13.0pp | 67.7%+23.5pp |
| Annual return | 14.69% | 33.36%-18.7pp | 64.87%-50.2pp | 35.65%-21.0pp |
| Employer contribution / active EE | $14,514 | $3,103+367.8% | $4,676+210.4% | $2,756+426.6% |
| Participant deferral / active EE | $16,255 | $3,453+370.8% | $5,629+188.8% | $4,299+278.1% |
| Admin fee / account holder | $51,134 | $7,993+539.7% | $15,914+221.3% | $6,940+636.8% |