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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 | $910,645 | $106,524+754.9% | $152,301+497.9% | $87,485+940.9% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.4%+4.7pp | 68.9%+18.2pp |
| Annual return | 14.74% | 26.89%-12.2pp | 80.50%-65.8pp | 26.06%-11.3pp |
| Employer contribution / active EE | $8,310 | $3,371+146.5% | $4,624+79.7% | $2,596+220.1% |
| Participant deferral / active EE | $34,770 | $6,525+432.9% | $8,004+334.4% | $4,274+713.6% |
| Admin fee / account holder | $51,635 | $8,287+523.1% | $14,398+258.6% | $7,775+564.1% |