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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 | $540,105 | $99,994+440.1% | $146,643+268.3% | $85,847+529.2% |
| Participation rate | 70.4% | 73.1%-2.7pp | 80.1%-9.7pp | 69.3%+1.1pp |
| Annual return | 14.09% | 18.93%-4.8pp | 22.75%-8.7pp | 318.61%-304.5pp |
| Employer contribution / active EE | $3,722 | $2,559+45.4% | $4,137-10.0% | $2,565+45.1% |
| Participant deferral / active EE | $7,158 | $4,006+78.7% | $5,506+30.0% | $3,952+81.1% |
| Admin fee / account holder | $17,844 | $7,703+131.7% | $10,280+73.6% | $6,261+185.0% |