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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 | $449,735 | $108,911+312.9% | $100,392+348.0% | $145,884+208.3% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 23.87% | 58.23%-34.4pp | 49.45%-25.6pp | 551.85%-528.0pp |
| Employer contribution / active EE | $2,260 | $4,420-48.9% | $3,941-42.7% | $4,662-51.5% |
| Participant deferral / active EE | $15,718 | $8,459+85.8% | $8,090+94.3% | $6,690+135.0% |
| Admin fee / account holder | $8,592 | $9,698-11.4% | $7,904+8.7% | $13,392-35.8% |