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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 | $110,379+747.2% | $102,412+813.1% | $145,884+541.0% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 13.34% | 24.84%-11.5pp | 24.94%-11.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $14,739 | $4,216+249.6% | $3,870+280.9% | $4,662+216.1% |
| Participant deferral / active EE | $8,897 | $5,622+58.3% | $5,060+75.8% | $6,690+33.0% |
| Admin fee / account holder | $5,814 | $9,745-40.3% | $8,388-30.7% | $13,392-56.6% |