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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 | $590,030 | $104,709+463.5% | $85,705+588.4% | $167,553+252.1% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.9%+10.1pp | 82.1%-2.1pp |
| Annual return | 14.67% | 21.45%-6.8pp | 21.49%-6.8pp | 478.89%-464.2pp |
| Employer contribution / active EE | $11,270 | $3,338+237.6% | $2,619+330.3% | $4,840+132.9% |
| Participant deferral / active EE | $8,451 | $4,827+75.1% | $3,924+115.4% | $6,343+33.2% |
| Admin fee / account holder | $196,894 | $10,036+1861.8% | $6,877+2763.1% | $12,316+1498.6% |