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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 | $407,570 | $110,039+270.4% | $97,260+319.1% | $145,884+179.4% |
| Participation rate | 81.8% | 75.9%+5.9pp | 72.7%+9.2pp | 80.3%+1.5pp |
| Annual return | 16.53% | 244.44%-227.9pp | 75.54%-59.0pp | 551.85%-535.3pp |
| Employer contribution / active EE | $1,590 | $3,074-48.3% | $2,721-41.6% | $4,662-65.9% |
| Participant deferral / active EE | $2,455 | $4,674-47.5% | $4,262-42.4% | $6,690-63.3% |
| Admin fee / account holder | $3,299 | $6,204-46.8% | $5,640-41.5% | $13,392-75.4% |