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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 | $389,931 | $100,073+289.6% | $85,126+358.1% | $145,877+167.3% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 10.43% | 84.11%-73.7pp | 66.63%-56.2pp | 551.28%-540.8pp |
| Employer contribution / active EE | $2,216 | $3,236-31.5% | $2,731-18.9% | $4,663-52.5% |
| Participant deferral / active EE | $7,642 | $5,294+44.3% | $4,523+68.9% | $6,691+14.2% |
| Admin fee / account holder | $69,603 | $7,261+858.6% | $6,160+1029.9% | $13,402+419.3% |