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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 | $357,801 | $100,060+257.6% | $149,721+139.0% | $70,126+410.2% |
| Participation rate | 77.1% | 83.6%-6.4pp | 87.1%-9.9pp | 69.5%+7.6pp |
| Annual return | 19.75% | 27.46%-7.7pp | 1501.67%-1481.9pp | 73.15%-53.4pp |
| Employer contribution / active EE | $8,519 | $3,661+132.7% | $5,444+56.5% | $2,343+263.6% |
| Participant deferral / active EE | $6,103 | $4,982+22.5% | $6,568-7.1% | $3,332+83.2% |
| Admin fee / account holder | $15,147 | $8,285+82.8% | $11,282+34.3% | $4,645+226.1% |