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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 | $531,076 | $116,167+357.2% | $64,489+723.5% | $137,256+286.9% |
| Participation rate | 80.0% | 68.2%+11.8pp | 67.7%+12.3pp | 80.0%0pp |
| Annual return | 12.22% | 36.55%-24.3pp | 55.03%-42.8pp | 220.34%-208.1pp |
| Employer contribution / active EE | $27,217 | $2,483+996.3% | $1,523+1687.0% | $4,156+554.9% |
| Participant deferral / active EE | $8,416 | $4,215+99.7% | $2,778+202.9% | $6,407+31.4% |
| Admin fee / account holder | $4,043 | $6,188-34.7% | $4,260-5.1% | $12,270-67.1% |