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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 | $396,092 | $124,425+218.3% | $112,040+253.5% | $137,256+188.6% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 18.35% | 24.72%-6.4pp | 24.52%-6.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $15,739 | $3,411+361.4% | $2,954+432.8% | $4,156+278.7% |
| Participant deferral / active EE | $9,938 | $5,718+73.8% | $5,098+94.9% | $6,407+55.1% |
| Admin fee / account holder | $275,169 | $15,207+1709.5% | $12,098+2174.5% | $12,270+2142.6% |