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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 | $537,693 | $108,911+393.7% | $100,392+435.6% | $145,884+268.6% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 16.34% | 58.23%-41.9pp | 49.45%-33.1pp | 551.85%-535.5pp |
| Employer contribution / active EE | $3,763 | $4,420-14.9% | $3,941-4.5% | $4,662-19.3% |
| Participant deferral / active EE | $18,506 | $8,459+118.8% | $8,090+128.8% | $6,690+176.6% |
| Admin fee / account holder | $307,674 | $9,698+3072.4% | $7,904+3792.6% | $13,392+2197.5% |