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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 | $108,922+393.6% | $100,398+435.6% | $145,978+268.3% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 16.34% | 58.04%-41.7pp | 49.32%-33.0pp | 550.52%-534.2pp |
| Employer contribution / active EE | $3,763 | $4,426-15.0% | $3,946-4.6% | $4,662-19.3% |
| Participant deferral / active EE | $18,506 | $8,450+119.0% | $8,084+128.9% | $6,690+176.6% |
| Admin fee / account holder | $307,674 | $9,680+3078.3% | $7,893+3798.0% | $13,400+2196.0% |