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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 | $814,284 | $113,338+618.5% | $94,993+757.2% | $147,586+451.7% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 15.78% | 20.80%-5.0pp | 27.14%-11.4pp | 578.59%-562.8pp |
| Employer contribution / active EE | $19,522 | $3,160+517.7% | $2,603+649.8% | $4,876+300.3% |
| Participant deferral / active EE | $3,000 | $3,777-20.6% | $3,317-9.6% | $5,439-44.8% |
| Admin fee / account holder | $35,981 | $6,063+493.5% | $4,960+625.4% | $10,886+230.5% |