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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 | $528,514 | $106,749+395.1% | $145,433+263.4% | $82,448+541.0% |
| Participation rate | 89.3% | 75.6%+13.6pp | 82.1%+7.2pp | 68.1%+21.2pp |
| Annual return | 14.57% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $19,081 | $3,444+454.0% | $4,554+319.0% | $2,551+648.0% |
| Participant deferral / active EE | $14,249 | $6,519+118.6% | $7,897+80.4% | $4,139+244.2% |
| Admin fee / account holder | $71,668 | $8,390+754.2% | $13,129+445.9% | $7,234+890.7% |