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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 | $692,253 | $89,370+674.6% | $141,197+390.3% | $72,976+848.6% |
| Participation rate | 71.0% | 75.1%-4.2pp | 82.5%-11.5pp | 69.5%+1.5pp |
| Annual return | 19.80% | 111.88%-92.1pp | 71.41%-51.6pp | 81.02%-61.2pp |
| Employer contribution / active EE | $9,102 | $3,115+192.2% | $4,736+92.2% | $2,440+273.0% |
| Participant deferral / active EE | $6,302 | $5,419+16.3% | $6,710-6.1% | $3,608+74.7% |
| Admin fee / account holder | $45,452 | $5,957+663.0% | $10,265+342.8% | $5,124+787.0% |