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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 | $753,527 | $77,638+870.6% | $156,551+381.3% | $62,881+1098.3% |
| Participation rate | 87.0% | 71.2%+15.8pp | 84.0%+2.9pp | 69.3%+17.7pp |
| Annual return | 5.36% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $35,070 | $3,444+918.3% | $5,501+537.5% | $2,281+1437.5% |
| Participant deferral / active EE | $11,659 | $3,046+282.8% | $4,871+139.3% | $3,203+264.0% |
| Admin fee / account holder | $20,131 | $5,561+262.0% | $13,028+54.5% | $4,296+368.6% |