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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 | $602,557 | $106,864+463.9% | $147,318+309.0% | $82,637+629.2% |
| Participation rate | 90.8% | 75.5%+15.3pp | 82.1%+8.7pp | 68.1%+22.7pp |
| Annual return | 15.80% | 27.49%-11.7pp | 70.43%-54.6pp | 53.51%-37.7pp |
| Employer contribution / active EE | $22,477 | $3,417+557.9% | $4,593+389.4% | $2,552+780.7% |
| Participant deferral / active EE | $15,199 | $6,496+134.0% | $7,906+92.2% | $4,126+268.4% |
| Admin fee / account holder | $54,704 | $8,415+550.1% | $13,708+299.1% | $7,339+645.4% |