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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 | $107,421+460.9% | $182,262+230.6% | $94,015+540.9% |
| Participation rate | 90.8% | 77.8%+13.0pp | 84.2%+6.6pp | 70.8%+20.0pp |
| Annual return | 15.80% | 21.32%-5.5pp | 140.60%-124.8pp | 17.84%-2.0pp |
| Employer contribution / active EE | $22,477 | $3,448+551.9% | $5,046+345.5% | $2,790+705.6% |
| Participant deferral / active EE | $15,199 | $6,558+131.8% | $8,276+83.6% | $4,249+257.7% |
| Admin fee / account holder | $54,704 | $8,692+529.4% | $16,712+227.3% | $8,951+511.1% |