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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 | $749,298 | $154,193+385.9% | $130,045+476.2% | $139,466+437.3% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 24.74% | 32.51%-7.8pp | -137.30%+162.0pp | 373.66%-348.9pp |
| Employer contribution / active EE | $5,872 | $5,292+11.0% | $4,321+35.9% | $4,754+23.5% |
| Participant deferral / active EE | $15,601 | $6,709+132.5% | $5,820+168.1% | $6,712+132.4% |
| Admin fee / account holder | $45,426 | $13,989+224.7% | $10,600+328.5% | $11,409+298.2% |