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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 | $435,951 | $77,638+461.5% | $156,551+178.5% | $62,881+593.3% |
| Participation rate | 86.3% | 71.2%+15.1pp | 84.0%+2.3pp | 69.3%+17.0pp |
| Annual return | 8.66% | 50.33%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $17,553 | $3,444+409.7% | $5,501+219.1% | $2,281+669.6% |
| Participant deferral / active EE | $11,138 | $3,046+265.7% | $4,871+128.7% | $3,203+247.8% |
| Admin fee / account holder | $62,939 | $5,561+1031.7% | $13,028+383.1% | $4,296+1365.1% |