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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 | $648,349 | $101,778+537.0% | $164,975+293.0% | $80,925+701.2% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.7%+12.3pp |
| Annual return | 16.36% | 16.73%-0.4pp | 70.12%-53.8pp | 35.65%-19.3pp |
| Employer contribution / active EE | $7,345 | $2,954+148.7% | $4,343+69.1% | $2,756+166.5% |
| Participant deferral / active EE | $8,609 | $4,477+92.3% | $6,033+42.7% | $4,299+100.3% |
| Admin fee / account holder | $33,083 | $8,221+302.4% | $12,688+160.7% | $6,940+376.7% |