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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 | $960,856 | $101,063+850.7% | $81,473+1079.4% | $147,586+551.0% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 14.83% | 32.41%-17.6pp | 38.78%-24.0pp | 578.59%-563.8pp |
| Employer contribution / active EE | $21,382 | $3,206+567.1% | $2,568+732.7% | $4,876+338.5% |
| Participant deferral / active EE | $11,958 | $4,242+181.9% | $3,537+238.1% | $5,439+119.9% |
| Admin fee / account holder | $8,726 | $5,812+50.1% | $4,561+91.3% | $10,886-19.8% |