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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 | $471,968 | $93,617+404.1% | $135,982+247.1% | $75,177+527.8% |
| Participation rate | 85.0% | 75.2%+9.8pp | 81.9%+3.1pp | 67.2%+17.8pp |
| Annual return | 15.65% | 30.89%-15.2pp | 68.32%-52.7pp | 160.75%-145.1pp |
| Employer contribution / active EE | $8,969 | $3,538+153.5% | $4,859+84.6% | $2,671+235.8% |
| Participant deferral / active EE | $7,506 | $6,406+17.2% | $7,760-3.3% | $4,126+81.9% |
| Admin fee / account holder | $106,714 | $6,980+1429.0% | $10,767+891.1% | $5,651+1788.3% |