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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 | $548,086 | $91,179+501.1% | $178,499+207.1% | $79,852+586.4% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 17.12% | 24.19%-7.1pp | 151.10%-134.0pp | 31.72%-14.6pp |
| Employer contribution / active EE | $26,269 | $3,256+706.9% | $5,011+424.2% | $2,471+963.0% |
| Participant deferral / active EE | $17,911 | $3,236+453.5% | $5,202+244.3% | $3,740+378.9% |
| Admin fee / account holder | $93,658 | $6,749+1287.8% | $13,986+569.6% | $5,306+1665.0% |