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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 | $715,385 | $93,598+664.3% | $135,974+426.1% | $75,173+851.7% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 17.68% | 30.89%-13.2pp | 68.30%-50.6pp | 160.72%-143.0pp |
| Employer contribution / active EE | $10,770 | $3,538+204.4% | $4,859+121.7% | $2,671+303.2% |
| Participant deferral / active EE | $14,655 | $6,405+128.8% | $7,760+88.9% | $4,126+255.2% |
| Admin fee / account holder | $34,345 | $6,978+392.2% | $10,767+219.0% | $5,651+507.8% |