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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 | $675,847 | $86,050+685.4% | $189,758+256.2% | $94,015+618.9% |
| Participation rate | 71.4% | 68.9%+2.5pp | 79.8%-8.4pp | 70.8%+0.6pp |
| Annual return | 11.33% | 17.77%-6.4pp | 52.62%-41.3pp | 17.84%-6.5pp |
| Employer contribution / active EE | $1,669 | $2,819-40.8% | $4,767-65.0% | $2,790-40.2% |
| Participant deferral / active EE | $4,819 | $3,349+43.9% | $5,856-17.7% | $4,249+13.4% |
| Admin fee / account holder | $32,355 | $6,627+388.3% | $20,388+58.7% | $8,951+261.5% |