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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 | $405,811 | $125,797+222.6% | $170,043+138.7% | $75,173+439.8% |
| Participation rate | 93.7% | 83.6%+10.1pp | 87.0%+6.7pp | 67.2%+26.5pp |
| Annual return | 19.38% | 27.20%-7.8pp | 53.40%-34.0pp | 160.72%-141.3pp |
| Employer contribution / active EE | $16,227 | $4,616+251.5% | $6,790+139.0% | $2,671+507.5% |
| Participant deferral / active EE | $16,554 | $6,838+142.1% | $10,410+59.0% | $4,126+301.2% |
| Admin fee / account holder | $43,979 | $8,177+437.9% | $12,824+242.9% | $5,651+678.3% |