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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 | $457,865 | $180,028+154.3% | $138,135+231.5% | $158,982+188.0% |
| Participation rate | 75.0% | 82.2%-7.2pp | 78.7%-3.7pp | 82.0%-7.0pp |
| Annual return | 11.70% | 21.68%-10.0pp | 20.51%-8.8pp | 302.99%-291.3pp |
| Employer contribution / active EE | $4,509 | $7,470-39.6% | $5,587-19.3% | $4,763-5.3% |
| Participant deferral / active EE | $13,529 | $7,717+75.3% | $6,431+110.4% | $5,983+126.1% |
| Admin fee / account holder | $107,571 | $17,912+500.5% | $11,856+807.3% | $11,252+856.1% |