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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 | $853,661 | $91,167+836.4% | $178,498+378.2% | $79,858+969.0% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 12.35% | 24.19%-11.8pp | 151.09%-138.7pp | 31.72%-19.4pp |
| Employer contribution / active EE | $24,010 | $3,255+637.6% | $5,011+379.1% | $2,471+871.7% |
| Participant deferral / active EE | $17,048 | $3,236+426.9% | $5,202+227.7% | $3,740+355.8% |
| Admin fee / account holder | $26,380 | $6,747+291.0% | $13,985+88.6% | $5,306+397.2% |