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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 | $486,460 | $100,262+385.2% | $81,370+497.8% | $145,897+233.4% |
| Participation rate | 81.8% | 74.3%+7.5pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 25.13% | 34.52%-9.4pp | 24.85%+0.3pp | 552.29%-527.2pp |
| Employer contribution / active EE | $3,008 | $2,979+1.0% | $2,464+22.1% | $4,663-35.5% |
| Participant deferral / active EE | $6,716 | $4,612+45.6% | $3,885+72.8% | $6,689+0.4% |
| Admin fee / account holder | $40,869 | $8,163+400.7% | $5,749+610.9% | $13,390+205.2% |