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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 | $880,818 | $183,539+379.9% | $155,556+466.2% | $145,897+503.7% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 10.71% | 61.31%-50.6pp | 64.84%-54.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $3,686 | $5,315-30.7% | $4,675-21.2% | $4,663-20.9% |
| Participant deferral / active EE | $5,957 | $6,467-7.9% | $5,631+5.8% | $6,689-10.9% |
| Admin fee / account holder | $314 | $19,275-98.4% | $15,885-98.0% | $13,390-97.7% |