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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 | $512,846 | $88,672+478.4% | $105,223+387.4% | $82,448+522.0% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.8pp | 68.1%+20.8pp |
| Annual return | 16.28% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $9,259 | $3,048+203.8% | $3,689+151.0% | $2,551+263.0% |
| Participant deferral / active EE | $15,386 | $4,036+281.2% | $5,072+203.4% | $4,139+271.7% |
| Admin fee / account holder | $87,657 | $7,146+1126.7% | $8,859+889.5% | $7,234+1111.7% |