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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 | $555,011 | $152,460+264.0% | $118,746+367.4% | $147,586+276.1% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.3%-3.3pp | 82.8%-7.8pp |
| Annual return | 12.38% | 17.41%-5.0pp | 24.54%-12.2pp | 578.59%-566.2pp |
| Employer contribution / active EE | $12,944 | $5,046+156.5% | $4,193+208.7% | $4,876+165.4% |
| Participant deferral / active EE | $16,789 | $6,212+170.2% | $5,332+214.8% | $5,439+208.7% |
| Admin fee / account holder | $2,655 | $16,953-84.3% | $10,720-75.2% | $10,886-75.6% |