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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 | $614,490 | $152,619+302.6% | $125,195+390.8% | $152,909+301.9% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 23.10% | 54.85%-31.7pp | 43.79%-20.7pp | 345.46%-322.4pp |
| Employer contribution / active EE | $3,718 | $4,947-24.9% | $3,866-3.8% | $4,764-22.0% |
| Participant deferral / active EE | $14,706 | $5,869+150.6% | $4,937+197.8% | $5,851+151.3% |
| Admin fee / account holder | $7,065 | $13,437-47.4% | $9,704-27.2% | $11,601-39.1% |