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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 | $424,655 | $45,343+836.5% | $150,298+182.5% | $67,986+524.6% |
| Participation rate | 91.7% | 51.9%+39.8pp | 77.8%+13.9pp | 57.2%+34.5pp |
| Annual return | 18.63% | 33.28%-14.6pp | 62.79%-44.2pp | 31.67%-13.0pp |
| Employer contribution / active EE | $17,360 | $1,462+1087.5% | $4,154+317.9% | $2,019+759.9% |
| Participant deferral / active EE | $17,175 | $2,055+735.9% | $5,453+215.0% | $3,358+411.5% |
| Admin fee / account holder | $9,902 | $2,250+340.1% | $14,116-29.8% | $3,203+209.1% |