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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 | $547,995 | $51,638+961.2% | $68,368+701.5% | $82,448+564.7% |
| Participation rate | 78.8% | 63.6%+15.2pp | 73.8%+5.0pp | 68.1%+10.7pp |
| Annual return | 13.62% | 37.53%-23.9pp | 292.57%-279.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $9,029 | $2,047+341.2% | $2,649+240.9% | $2,551+254.0% |
| Participant deferral / active EE | $5,932 | $2,914+103.6% | $4,123+43.9% | $4,139+43.3% |
| Admin fee / account holder | $24,169 | $4,643+420.5% | $5,150+369.3% | $7,234+234.1% |