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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 | $514,431 | $100,060+414.1% | $149,721+243.6% | $70,126+633.6% |
| Participation rate | 74.1% | 83.6%-9.4pp | 87.1%-12.9pp | 69.5%+4.6pp |
| Annual return | 15.70% | 27.46%-11.8pp | 1501.67%-1486.0pp | 73.15%-57.4pp |
| Employer contribution / active EE | $24,738 | $3,661+575.7% | $5,444+354.4% | $2,343+956.0% |
| Participant deferral / active EE | $3,631 | $4,982-27.1% | $6,568-44.7% | $3,332+9.0% |
| Admin fee / account holder | $34,996 | $8,285+322.4% | $11,282+210.2% | $4,645+653.3% |