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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 | $546,737 | $110,410+395.2% | $102,437+433.7% | $145,897+274.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 14.24% | 24.85%-10.6pp | 24.95%-10.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $4,932 | $4,217+17.0% | $3,871+27.4% | $4,663+5.8% |
| Participant deferral / active EE | $9,735 | $5,622+73.2% | $5,060+92.4% | $6,689+45.5% |
| Admin fee / account holder | $44,031 | $9,745+351.8% | $8,388+424.9% | $13,390+228.8% |