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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 | $475,676 | $84,236+464.7% | $170,435+179.1% | $70,126+578.3% |
| Participation rate | 87.5% | 70.8%+16.7pp | 83.6%+3.9pp | 69.5%+18.0pp |
| Annual return | 14.92% | 23.06%-8.1pp | 205.94%-191.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $16,321 | $3,387+381.9% | $5,432+200.4% | $2,343+596.7% |
| Participant deferral / active EE | $12,192 | $3,086+295.1% | $4,939+146.8% | $3,332+265.9% |
| Admin fee / account holder | $34,168 | $5,698+499.6% | $13,881+146.2% | $4,645+635.5% |