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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 | $806,480 | $165,939+386.0% | $122,354+559.1% | $147,586+446.4% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 20.02% | 34.56%-14.5pp | 30.28%-10.3pp | 578.59%-558.6pp |
| Employer contribution / active EE | $4,800 | $5,754-16.6% | $4,051+18.5% | $4,876-1.6% |
| Participant deferral / active EE | $15,000 | $4,005+274.5% | $3,287+356.3% | $5,439+175.8% |
| Admin fee / account holder | $4,873 | $7,425-34.4% | $5,479-11.1% | $10,886-55.2% |