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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 | $700,914 | $70,684+891.6% | $169,397+313.8% | $75,177+832.3% |
| Participation rate | 89.7% | 64.8%+24.9pp | 77.2%+12.5pp | 67.2%+22.5pp |
| Annual return | 17.88% | 36.38%-18.5pp | 406.23%-388.3pp | 160.75%-142.9pp |
| Employer contribution / active EE | $6,142 | $2,211+177.8% | $4,013+53.1% | $2,671+129.9% |
| Participant deferral / active EE | $8,850 | $4,310+105.3% | $6,223+42.2% | $4,126+114.5% |
| Admin fee / account holder | $7,339 | $5,404+35.8% | $9,017-18.6% | $5,651+29.9% |