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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 | $100,203+289.1% | $85,240+357.5% | $145,897+167.3% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 10.43% | 84.28%-73.8pp | 66.75%-56.3pp | 552.29%-541.9pp |
| Employer contribution / active EE | $2,216 | $3,242-31.7% | $2,735-19.0% | $4,663-52.5% |
| Participant deferral / active EE | $7,642 | $5,299+44.2% | $4,527+68.8% | $6,689+14.2% |
| Admin fee / account holder | $69,603 | $7,265+858.1% | $6,165+1029.0% | $13,390+419.8% |