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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 | $628,040 | $117,829+433.0% | $102,423+513.2% | $145,877+330.5% |
| Participation rate | 93.8% | 78.6%+15.1pp | 76.5%+17.2pp | 80.3%+13.4pp |
| Annual return | 15.15% | 31.83%-16.7pp | 29.42%-14.3pp | 551.28%-536.1pp |
| Employer contribution / active EE | $8,961 | $3,615+147.9% | $3,023+196.4% | $4,663+92.2% |
| Participant deferral / active EE | $20,880 | $5,732+264.2% | $5,054+313.1% | $6,691+212.1% |
| Admin fee / account holder | $71,452 | $13,335+435.8% | $9,455+655.7% | $13,402+433.1% |