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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 | $473,935 | $77,908+508.3% | $149,696+216.6% | $75,173+530.5% |
| Participation rate | 89.3% | 65.6%+23.7pp | 78.8%+10.5pp | 67.2%+22.1pp |
| Annual return | 17.65% | 31.73%-14.1pp | 134.46%-116.8pp | 160.72%-143.1pp |
| Employer contribution / active EE | $16,672 | $3,138+431.3% | $4,821+245.8% | $2,671+524.2% |
| Participant deferral / active EE | $16,705 | $3,411+389.7% | $5,682+194.0% | $4,126+304.8% |
| Admin fee / account holder | $20,893 | $5,950+251.2% | $13,212+58.1% | $5,651+269.8% |