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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 | $673,198 | $98,776+581.5% | $149,745+349.6% | $79,856+743.0% |
| Participation rate | 85.5% | 75.8%+9.7pp | 82.5%+3.0pp | 69.6%+15.8pp |
| Annual return | 16.97% | 27.38%-10.4pp | 276.72%-259.8pp | 31.71%-14.7pp |
| Employer contribution / active EE | $12,726 | $3,217+295.5% | $4,646+173.9% | $2,471+415.0% |
| Participant deferral / active EE | $8,962 | $5,681+57.7% | $6,843+31.0% | $3,741+139.6% |
| Admin fee / account holder | $16,074 | $6,053+165.6% | $9,312+72.6% | $5,306+202.9% |