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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 | $387,257 | $117,895+228.5% | $102,460+278.0% | $145,897+165.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 9.43% | 31.92%-22.5pp | 29.47%-20.0pp | 552.29%-542.9pp |
| Employer contribution / active EE | $2,135 | $3,619-41.0% | $3,025-29.4% | $4,663-54.2% |
| Participant deferral / active EE | $6,693 | $5,736+16.7% | $5,056+32.4% | $6,689+0.1% |
| Admin fee / account holder | $138,872 | $13,353+940.0% | $9,460+1368.0% | $13,390+937.1% |