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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 | $617,457 | $166,242+271.4% | $165,071+274.1% | $145,884+323.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 10.23% | 100.44%-90.2pp | 70.17%-59.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $2,743 | $5,283-48.1% | $4,347-36.9% | $4,662-41.2% |
| Participant deferral / active EE | $6,129 | $6,964-12.0% | $6,035+1.6% | $6,690-8.4% |
| Admin fee / account holder | $46,043 | $16,658+176.4% | $12,695+262.7% | $13,392+243.8% |