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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 | $488,199 | $212,386+129.9% | $199,883+144.2% | $138,895+251.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 18.85% | 47.75%-28.9pp | 43.81%-25.0pp | 145.39%-126.5pp |
| Employer contribution / active EE | $9,911 | $6,625+49.6% | $6,261+58.3% | $4,194+136.3% |
| Participant deferral / active EE | $15,056 | $9,617+56.5% | $9,138+64.7% | $6,396+135.4% |
| Admin fee / account holder | $222,352 | $18,233+1119.5% | $17,268+1187.7% | $12,562+1670.0% |