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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 | $601,775 | $102,385+487.8% | $147,080+309.1% | $80,935+643.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 12.97% | 135.09%-122.1pp | 420.17%-407.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $17,322 | $3,717+366.1% | $4,933+251.1% | $2,757+528.4% |
| Participant deferral / active EE | $10,450 | $6,651+57.1% | $8,066+29.6% | $4,299+143.1% |
| Admin fee / account holder | $8,654 | $7,951+8.8% | $12,989-33.4% | $6,924+25.0% |