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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 | $545,144 | $77,814+600.6% | $158,223+244.5% | $86,983+526.7% |
| Participation rate | 92.9% | 68.4%+24.4pp | 79.2%+13.7pp | 69.5%+23.3pp |
| Annual return | 12.47% | 30.54%-18.1pp | 52.09%-39.6pp | 25.83%-13.4pp |
| Employer contribution / active EE | $8,716 | $2,592+236.2% | $4,109+112.1% | $2,584+237.2% |
| Participant deferral / active EE | $18,886 | $3,270+477.6% | $5,467+245.5% | $4,194+350.3% |
| Admin fee / account holder | $71,167 | $5,879+1110.5% | $16,047+343.5% | $7,856+805.9% |