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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 | $742,121 | $115,796+540.9% | $101,264+632.9% | $158,950+366.9% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 15.37% | 56.15%-40.8pp | 46.48%-31.1pp | 302.91%-287.5pp |
| Employer contribution / active EE | $1,954 | $4,175-53.2% | $3,660-46.6% | $4,762-59.0% |
| Participant deferral / active EE | $10,370 | $4,958+109.2% | $4,370+137.3% | $5,983+73.3% |
| Admin fee / account holder | $4,673 | $7,247-35.5% | $5,947-21.4% | $11,248-58.5% |