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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 | $704,525 | $93,617+652.6% | $135,982+418.1% | $75,177+837.2% |
| Participation rate | 87.9% | 75.2%+12.7pp | 81.9%+6.0pp | 67.2%+20.7pp |
| Annual return | 16.58% | 30.89%-14.3pp | 68.32%-51.7pp | 160.75%-144.2pp |
| Employer contribution / active EE | $14,488 | $3,538+309.5% | $4,859+198.2% | $2,671+442.4% |
| Participant deferral / active EE | $10,723 | $6,406+67.4% | $7,760+38.2% | $4,126+159.9% |
| Admin fee / account holder | $15,067 | $6,980+115.9% | $10,767+39.9% | $5,651+166.6% |