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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 | $737,142 | $102,245+621.0% | $89,340+725.1% | $137,256+437.1% |
| Participation rate | 75.0% | 74.9%+0.1pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 14.49% | 21.89%-7.4pp | 20.57%-6.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,677 | $2,529-33.7% | $2,231-24.9% | $4,156-59.7% |
| Participant deferral / active EE | $4,254 | $4,436-4.1% | $3,823+11.3% | $6,407-33.6% |
| Admin fee / account holder | $185,716 | $8,085+2197.0% | $6,704+2670.4% | $12,270+1413.6% |