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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 | $1,034,980 | $145,431+611.7% | $211,142+390.2% | $87,485+1083.0% |
| Participation rate | 74.3% | 84.7%-10.5pp | 87.3%-13.0pp | 68.9%+5.4pp |
| Annual return | 16.95% | 27.21%-10.3pp | 46.84%-29.9pp | 26.06%-9.1pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,367 | $6,859+109.5% | $9,284+54.7% | $4,274+236.2% |
| Admin fee / account holder | $73,397 | $17,052+330.4% | $19,076+284.8% | $7,775+844.0% |