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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 | $729,148 | $84,236+765.6% | $170,435+327.8% | $70,126+939.8% |
| Participation rate | 95.9% | 70.8%+25.1pp | 83.6%+12.3pp | 69.5%+26.4pp |
| Annual return | 15.55% | 23.06%-7.5pp | 205.94%-190.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $35,425 | $3,387+945.8% | $5,432+552.1% | $2,343+1412.3% |
| Participant deferral / active EE | $8,897 | $3,086+188.3% | $4,939+80.1% | $3,332+167.0% |
| Admin fee / account holder | $25,968 | $5,698+355.7% | $13,881+87.1% | $4,645+459.0% |