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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 | $935,167 | $110,337+747.6% | $102,383+813.4% | $145,877+541.1% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 13.34% | 24.83%-11.5pp | 24.94%-11.6pp | 551.28%-537.9pp |
| Employer contribution / active EE | $14,739 | $4,216+249.6% | $3,870+280.8% | $4,663+216.1% |
| Participant deferral / active EE | $8,897 | $5,621+58.3% | $5,060+75.8% | $6,691+33.0% |
| Admin fee / account holder | $5,814 | $9,750-40.4% | $8,391-30.7% | $13,402-56.6% |